Unclaimed Profile

Tanya Michelle Olvera

210 WEALTH MANAGEMENT, INC.·MORTON, Illinois

SIE, Series 7, Series 24, Series 66Clean record11 years registered210 WEALTH MANAGEMENT, INC.

110 B. YORDY ROAD, MORTON, IL 61550CRD# 6108434Firm CRD# 328570

Profile Verification

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

Identity

Tanya Michelle Olvera · MORTON, IL

Registration

CRD #6108434 · 210 WEALTH MANAGEMENT, INC. · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 210 WEALTH MANAGEMENT, INC.

INVEST CAPITAL PARTNERS

Sep 2017 – Feb 2023

SPRINGBORO, OH

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2016 – Sep 2017

ST. PETERSBURG, FL

RAYMOND JAMES & ASSOCIATES, INC.

Jul 2015 – Jan 2016

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · July 30, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

210 WEALTH MANAGEMENT, INC.

CRD 328570 · SEC 801-129099

AUM

$117M

Regulatory assets under management

Employees

547 client accounts

Services offered by 210 WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 210 WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Tanya Michelle Olvera offer?

Tanya Michelle Olvera specializes in Financial Planning, Investment Management, Wealth Management.

What are Tanya Michelle Olvera's credentials?

Tanya Michelle Olvera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tanya Michelle Olvera located?

Tanya Michelle Olvera is based in MORTON, Illinois, last registered with 210 WEALTH MANAGEMENT, INC..

How does Tanya Michelle Olvera charge for services?

Tanya Michelle Olvera's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 210 WEALTH MANAGEMENT, INC.?

210 WEALTH MANAGEMENT, INC. has approximately 13 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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