Unclaimed Profile

Clayton Jon Olson

GROWSTRONG WEALTH STRATEGIES, LLC·FORT COLLINS, Colorado

SIE, Series 6, Series 26, Series 63, Series 65Clean record19 years registeredGROWSTRONG WEALTH STRATEGIES, LLC

736 WHALERS WAY, FORT COLLINS, CO 80525CRD# 4248155Firm CRD# 308299

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clayton Jon Olson · FORT COLLINS, CO

Registration

CRD #4248155 · GROWSTRONG WEALTH STRATEGIES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

GROWSTRONG WEALTH STRATEGIES

Jul 2020 – present

GLOBAL VIEW CAPITAL MANAGEMENT, LTD

Aug 2018 – Dec 2020

LOVELAND, CO

TRANSAMERICA FINANCIAL ADVISORS, INC.

Jan 2012 – Aug 2018

FORT COLLINS, CO

INVESTMENT ADVISORS INTERNATIONAL, INC.

Apr 2007 – Jan 2012

FORT COLLINS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · April 27, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GROWSTRONG WEALTH STRATEGIES, LLC

CRD 308299 · SEC 801-120506

AUM

$106M

Regulatory assets under management

Employees

702 client accounts

Services offered by GROWSTRONG WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GROWSTRONG WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Clayton Jon Olson offer?

Clayton Jon Olson specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are Clayton Jon Olson's credentials?

Clayton Jon Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clayton Jon Olson located?

Clayton Jon Olson is based in FORT COLLINS, Colorado, working with GROWSTRONG WEALTH STRATEGIES, LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.

How does Clayton Jon Olson charge for services?

Clayton Jon Olson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GROWSTRONG WEALTH STRATEGIES, LLC?

GROWSTRONG WEALTH STRATEGIES, LLC has approximately 4 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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