OLSON, ROBERT, PATRICK

C28

IAR CRD 2756842·Industry start 2001-12-05

Identity

Legal name

OLSON, ROBERT, PATRICK

CRD

2756842

NPN

—

Career

Previous employments

MORNINGSTAR INVESTMENT SERVICES LLC2021-02-09

NUVEEN SECURITIES, LLC2010-04-23

Current branches

M HOLDINGS SECURITIES, INC.

M FINANCIAL ASSET MANAGEMENT, INC.

Designations

—

Education

—

BrokerCheck signals

Industry start

2001-12-05

Est. age

47

Age confidence

—

Est. birth year

1979

BC active

Yes

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

2

M FINANCIAL INVESTMENT ADVISERS INC

Executive Officer · 2.5% ownership

M FINANCIAL ASSET MANAGEMENT, INC.

IAR · Executive Officer · 2.5% ownership