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Kurt Douglas Schrader

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC·DAVIS, California
Series 65Clean record8 years registeredCARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
1107 KENNEDY PLACE, DAVIS, CA 95616-1273CRD# 6868604Firm CRD# 151765

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kurt Douglas Schrader · DAVIS, CA
Registration
CRD #6868604 · CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
Oct 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 16, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CRD 151765 · SEC 801-118793
AUM
$180M
Regulatory assets under management
Employees
4
521 client accounts
Services offered by CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC →
Introduction

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05

Frequently Asked Questions

What services does Kurt Douglas Schrader offer?
Kurt Douglas Schrader specializes in Financial Planning, Investment Management. Contact their office in DAVIS, California for a consultation.
What are Kurt Douglas Schrader's credentials?
Kurt Douglas Schrader is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Douglas Schrader located?
Kurt Douglas Schrader is based in DAVIS, California, working with CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC. Their office serves clients in the DAVIS metropolitan area and surrounding communities.
How does Kurt Douglas Schrader charge for services?
Kurt Douglas Schrader's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC?
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC has approximately 4 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

Larry Gene Olsen
DAVIS, CA
Manuel Alan Carbahal
DAVIS, CA

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