Profilo
Mr. Alex J.
Olson is a Planning & Investment Specialist at Access Investment Advisors, Inc. He has been with Access since 2005.
In his role as Planning and Investment Specialist, he assists in the development of Asset Allocation and Equity Trading Models.
He is also responsible for the research of new investment opportunities and strategies for our clients.
Mr. Olson graduated from the University of Wisconsin Madison in 2004.
He holds a B.S.
with a double major in Economics and English.
He also holds a Series 65 Uniform Securities License and is an Investment Advisor Representative.
Precedenti posizioni note di Alex J. Olson
| Società | Posizione | Fine |
|---|---|---|
Access Investment Advisors, Inc.
 Access Investment Advisors, Inc. Investment ManagersFinance Access Investment Advisors, Inc. (Access) is a wealth management firm headquartered in Manitowoc, Wisconsin. The firm was founded by William Casey in 1995. In 2024, they joined forces with Merit Financial Group LLC (formerly Merit Financial Advisors). Access provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. | Analyst-Equity | 01/12/2013 |
Formazione di Alex J. Olson
| University of Wisconsin | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Access Investment Advisors, Inc.
Access Investment Advisors, Inc. Investment ManagersFinance Access Investment Advisors, Inc. (Access) is a wealth management firm headquartered in Manitowoc, Wisconsin. The firm was founded by William Casey in 1995. In 2024, they joined forces with Merit Financial Group LLC (formerly Merit Financial Advisors). Access provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. | Finance |
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