Unclaimed Profile

Tyler Richard Olsen

PLATTE RIVER WEALTH ADVISORS, LLC·LOUISVILLE, Colorado

SIE, Series 7, Series 66CFPClean record22 years registeredPLATTE RIVER WEALTH ADVISORS, LLC

726 FRONT STREET, LOUISVILLE, CO 80027CRD# 4588424Firm CRD# 304224

Profile Verification

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

Identity

Tyler Richard Olsen · LOUISVILLE, CO

Registration

CRD #4588424 · PLATTE RIVER WEALTH ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

LIDO

Dec 2024 – present

PLATTE RIVER WEALTH ADVISORS, LLC

Jul 2019 – Feb 2025

LOUISVILLE, CO

WELLS FARGO CLEARING SERVICES, LLC

Jan 2011 – Jul 2019

BOULDER, CO

WELLS FARGO INVESTMENTS, LLC

Oct 2003 – Jan 2011

BOULDER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 30, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLATTE RIVER WEALTH ADVISORS, LLC

CRD 304224 · SEC 801-116915

AUM

$544M

Regulatory assets under management

Employees

281 client accounts

Services offered by PLATTE RIVER WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLATTE RIVER WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Tyler Richard Olsen offer?

Tyler Richard Olsen specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Colorado for a consultation.

What are Tyler Richard Olsen's credentials?

Tyler Richard Olsen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tyler Richard Olsen located?

Tyler Richard Olsen is based in LOUISVILLE, Colorado, working with PLATTE RIVER WEALTH ADVISORS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Tyler Richard Olsen charge for services?

Tyler Richard Olsen'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 PLATTE RIVER WEALTH ADVISORS, LLC?

PLATTE RIVER WEALTH ADVISORS, LLC has approximately 3 employees and manages $544M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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