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Olivier Group, LLC

4609 Bluebonnet Blvd.
Suite A

Baton Rouge, LA 70809

225-757-9484

Innovative Wealth Planners

About Olivier Group

As a Baton Rouge boutique financial services firm, Olivier Group specializes in comprehensive, wealth management and retirement planning for physicians, dentists, business owners, families, and retirees. Through our holistic team approach, we guide you through all aspects of financial planning, from proactive wealth management, to retirement planning, or preparing your estate. Under the direction of a CERTIFIED FINANCIAL PLANNER® practitioner, our licensed team combines top notch service and comprehensive investment research to provide a quality experience for you. Our independence allows us to evaluate which particular investments are right for you, instead of trying to fit your situation to a certain product. Our team offers you services and recommendations based on our shared values of trust, responsibility, and desire to help others. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

General Information

Firm Start Year

2002

No.of Employees

5-9

CRD#

2718127

Firm CRD#

13572

Name of Broker/Dealer

Cetera Advisor Networks

Name of Custodial Firm

TD Ameritrade, Fidelity, and Cetera

States Licensed in

AL, FL, LA, MS, NM, TX, GA, TN

Years of Experience in Financial Services

25

Number of Years with Current Firm

19

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Portfolio Management

Services

Investment Types

Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Real Estate, Insurance, Annuities

Can meet clients in the following ways

Via Phone, Via Email, Video Conference, Our Offices, Your Office, Our Office, Your Home

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 7, Series 24, Series 31, Series 52, Series 63

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Long Term Care, Life, Disability, Annuity

Financial Organization Memberships

Financial Planning Association (FPA)

Non-Financial Organization Memberships

Baton Rouge Estate and Planning Council Finance Committee for the Country Club of Louisiana

Firm Information

Firm's Number of Clients

200

Assets Managed by Firm

$220 million

Advisor's Number of Clients

200

Advisor's Number of Managed Clients

200

Advisor's Number of Planning Clients

110

Assets Managed by Advisor

$300 million

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

Education

Bachelors in Business Administration - Finance with minor in Economics

Northeast Louisiana Univiersity
08/15/1991 - 05/30/1995

Disclaimer

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.