Profil
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.
Anciens postes connus de Alex J. Olson
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de Alex J. Olson
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
