Hannah
Olsen
Kcs Wealth Advisory
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About this Advisor
Hannah Olsen is a financial advisor who works out of Edmonds, Washington, with a total of 3 years of relevant experience. Olsen is currently employed by Kcs Wealth Advisory. Their career trajectory has included roles at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Starbucks Coffee Company, Loyola Marymount University, Kcs Wealth Advisory, LLC and Wells Fargo Advisors, LLC. Olsen holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Kcs Wealth Advisory is a firm based out of Los Angeles, CA. It administers $350 million in assets among its 954 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 954 accounts, 35% belong to high-net-worth clients who have at least $1 million in assets. Kcs Wealth Advisory offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees largely are based on the type of services offered. Fee types billed by Kcs Wealth Advisory likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kcs Wealth Advisory Brokerage Details
$349,656,033
8
954
$366,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Hannah Olsen Work History
Hannah has been registered as a financial advisor for 3 years.*
Kcs Wealth Advisory, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Clearing Services, LLC
Starbucks Coffee Company
Starbucks Coffee Company
Wells Fargo Advisors, LLC
Loyola Marymount University
Loyola Marymount University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hannah Olsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kcs Wealth Advisory
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Sherman Oaks, CA
Edmonds, WA
Los Angeles, CA
Los Angeles, CA
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