Mike Olsen

Mike Olsen

Edward Jones

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Financial Advisor

Offering advice since: 2008

Areas of focus:

  • Annuities
  • Educational Planning
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Mike Olsen:

I would be happy to develop a strategy to help you achieve your financial goals. Please contact me today.

Member, Sandy Chamber of Commerce, Sandy Exchange Club. Board Member, Utah Rivers Council.

Compensation and Fee Structures:

Broker Dealer Agent - Commission

Investment Advisory Representative - Fee Based

Licenses, Certifications & Affiliations:

Series 7 - General Securities License

Series 66 - Combined State Law Exam

Utah Producers Life, Accident & Health

Education:

B.A. - University of Utah M.P.A. (ABD) - Center for Public Policy & Administration

Foreign Languages spoken:

Japanese

Will provide references upon request?

Yes


Further information about Edward Jones:

Edward Jones

(Size of firm: Over 100 advisors)

At Edward Jones, we believe in doing business face to face. We want to get to know your unique financial objectives so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or just acquire extra income to meet monthly expenses, you can expect personalized service and information on investing in quality investments for the long-term. Contact me today to discuss your financial goals.

Member SIPC


Contact Information for Mike Olsen

Phone: (801) 733-0115
Please support us by letting this adviser know you found them through Boomerater

Fax: (888) 281-6617

Address for Mike Olsen:
8619 Highland Drive
Sandy, UT, 84093

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