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Chad Olivier, CFP®

Olivier Group

4609 Bluebonnet Blvd.
Suite A

Baton Rouge, LA 70809
(225) 7579484

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#

6413

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

24

Number of Years with Current Firm

18

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

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

I can meet clients in the following ways

At my office, Via phone, At your office, At your home

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

No

I am an acknowledged fiduciary

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

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

Insurance and Annuity Licenses

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

Financial Organization Memberships

Financial Planning Association (FPA), Paladin Registry

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

Assets Managed by Advisor

$180 million

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

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.