Chad M. Olivier
The Olivier Group, LLC
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: $70,000
Title: President and Owner
Offering advice since: 1996
Areas of focus:
- Business planning
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
Further information about Chad M. Olivier:
Chad entered the financial services industry right out of Northeast Louisiana University. Originally a stockbroker, he studied to become a financial advisor after glimpsing that relationships were the heart of financial planning.
Chad is a prominent CERTIFIED FINANCIAL PLANNER(TM) practitioner that owns an innovative wealth management firm, The Olivier Group, LLC, out of Baton Rouge, LA. He is insurance licensed and holds series 7, 24, 52, and 63, securities registrations with LPL Financial.
He is on the Board for Baton Rouge's Financial Planning Association and an honored member of the Lexington's Who's Who Registry of Executives & Professionals, as well as The Baton Rouge Estate and Planning Council. Chad was also awarded 5 star recognition as a Paladin Registry Advisor, which only includes the top 10% of financial advisors.
Chad is a contributing writer of a Wealth Management article for the Journal of the Louisiana Dental Association and a published author of What Medical School Did Not Teach You about Financial Planning. Chad volunteers with the Junior Achievement program to help prepare young people to succeed in the global economy.
Chad distinguished himself as a student athlete at NLU. Taught by his father on public tennis courts as a teenager, he won tournaments and played the sport at the NCAA varsity level. He and his wife Rose reside in the Country Club of Louisiana and are proud parents to Conrad Michael and Cole Matthew.
Compensation and Fee Structures:
70% fee based and 30% commission based. It all depends on the value of needs and asset goals.
Licenses, Certifications & Affiliations:
CERTIFIED FINANCIAL PLANNER practitioner;
Series 24; Series 7; Series 52; Series 31; Series 63; and Insurance License Affiliated with and Securities offered through LPL Financial;
Awarded the Five Star Recognition in the Paladin Registry of Financial Professionals;
Board Member of Baton Rouge's Financial Planning Association and Member of the Baton Rouge Estate and Planning Council;
Used as an expert in the Baton Rouge Business Report, Baton Rouge Bar Association, Associate Press, and USA Today;
Contributing Wealth Management writer for the quarterly publications of the Louisiana Dental Association Journal;
Financial Instructor volunteer for the Junior Achievement program.
Northeast Louisiana University August 1991-May 1995 Graduated Cum Laude, with Honors B.B.A., Finance, Minor in Economics
Will provide references upon request?
Further information about The Olivier Group, LLC:
(Size of firm: 0-9 advisors)
From business consulting and wealth management to retirement and estate planning, The Olivier Group, LLC can be your coach for the financial future.
To enrich the lives of our clients by providing the highest quality financial security based on values, trust, and personalized service.
The Olivier Group, LLC will maintain the following:
Values: The Olivier Group, LLC will always act in the best interest of the client and hold itself to a standard of doing what is right based on traditional morals of caring, hard work, and devotion.
Trust: We want clients to feel a sense of relief and satisfaction in their relationship with The Olivier Group, LLC. We want to be a part of their family.
Personalization: We will never grow too big to know each of our clients. We will provide individualized attention and always reach out to our clients.
The Olivier Group, LLC allocates portfolios according to individual Investment Policy Statements; Develops and maintains comprehensive Financial Plans; Financial quarterbacking between affiliates.
Investments products and services available only to residents of : Florida (FL), Georgia (GA), Louisiana (LA), Maine (ME), Minnesota (MN), Mississippi (MS), North Carolina (NC), New Jersey (NJ), Ohio (OH), South Carolina (SC), Texas (TX)
Contact Information for Chad M. Olivier
Phone: (225) 757-9484
Please support us by letting this adviser know you found them through Boomerater
Fax: (225) 757-0268
Address for Chad M. Olivier:
4609 Bluebonnet Blvd
Baton Rouge, LA, 70809
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