Russell Olson, CPWA® - Financial Advisors in Green Bay, Wisconsin

Russell Olson, CPWA^®

Financial Consulting Services, Inc.

1500 River Pines Drive

Green Bay, WI 54311
(920) 4325242

About Financial Consulting Services, Inc.

Welcome to Financial Consulting Services! For over 35 years, we've been in the business of putting people's minds at ease when it comes to their money.

While we offer a multitude of financial services, we prefer not to think that we work to enhance the bottom line of a portfolio. Rather, we work to enhance people's lives and help them pursue their dreams. That's why, at Financial Consulting Services, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.

Whether you are working toward financial security, providing a steady stream of income, or planning for retirement, we can help simplify your finances. Financial Consulting Services can provide access to a wide range of quality investments and services to pursue your financial goals.

General Information

Firm Start Year

1976

No.of Employees

2-4

CRD#

3013349

Firm CRD#

8032

Name of Broker/Dealer

Commonwealth Financial Network

Name of Custodial Firm

National Financial Services

States Licensed in

AZ,CA,CO,FL,GA,ID,IL,MI,MN,MS,NY,NC,OR,VA, WA,WI

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Individual Investors, Businesses, Investment Clubs

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Mutual Funds, Options & Futures, Insurance, Stocks, Bonds

I can meet clients in the following ways

At my office

Qualifications & Membership

Securities Licenses

Series 7, Series 9, Series 66, Series 10

Insurance and Annuity Licenses

Life

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$50,000

Disclosures

https://www.commonwealth.com/clients/media/formadv_part2.pdf
https://www.commonwealth.com/media/WiserAdvisor%20Solicitor%20Disclosure%20Doc_Russ%20Olson.pdf

Disclaimer

This communication strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, ID, IL, MI, MN, MS, NC, NY, OR, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html

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