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Philip Garner Oleson

GPWM FUND MANAGER, LLC·EAGLE, Idaho
SIE, Series 7, Series 24, Series 63, Series 6519 years registeredGPWM FUND MANAGER, LLC
339 W. STATE STREET, EAGLE, ID 83616CRD# 3129451Firm CRD# 311866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Garner Oleson · EAGLE, ID
Registration
CRD #3129451 · GPWM FUND MANAGER, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: GPWM FUND MANAGER, LLC
INDEPENDENT FINANCIAL GROUP, LLC
Dec 2006 – Aug 2019
EAGLE, ID
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · December 7, 2006
Years registered · 19
03

Disclosure History

2016Customer Dispute·Settled
2014Customer Dispute·Denied
2014Customer Dispute·Settled
2006Regulatory·Final
2004Civil·Final

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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Frequently Asked Questions

What services does Philip Garner Oleson offer?
Philip Garner Oleson is a registered financial advisor in EAGLE, Idaho.
What are Philip Garner Oleson's credentials?
Philip Garner Oleson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Garner Oleson located?
Philip Garner Oleson is based in EAGLE, Idaho, last registered with GPWM FUND MANAGER, LLC.
How large is GPWM FUND MANAGER, LLC?
GPWM FUND MANAGER, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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