AdvisorOS Directory
Claim Profile
Unclaimed Profile
JO

Joseph Patrick Olszak

TOWNSEND HOLDINGS LLC·CLEVELAND, Ohio
Clean recordTOWNSEND HOLDINGS LLC
1660 WEST 2ND STREET, CLEVELAND, OH 44113CRD# 5310847Firm CRD# 160006

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Patrick Olszak · CLEVELAND, OH
Registration
CRD #5310847 · TOWNSEND HOLDINGS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Patrick Olszak is a registered financial advisor based in CLEVELAND, Ohio, affiliated with TOWNSEND HOLDINGS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
TOWNSEND HOLDINGS LLC
TOWNSEND HOLDINGS LLC
AUM
$22.1B
Regulatory assets under management
Employees
120
Total firm employees
View all advisors at TOWNSEND HOLDINGS LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.
Regulatory
SEC/IARD CRD# 5310847
Firm CRD# 160006
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEVELAND?

Browse all registered financial advisors in CLEVELAND, Ohio or claim this profile if it's yours.

Browse CLEVELAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joseph Patrick Olszak offer?
Joseph Patrick Olszak specializes in Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Joseph Patrick Olszak's credentials?
Joseph Patrick Olszak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Patrick Olszak located?
Joseph Patrick Olszak is based in CLEVELAND, Ohio, working with TOWNSEND HOLDINGS LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Joseph Patrick Olszak charge for services?
Joseph Patrick Olszak's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: retainer with incremental charges based on services requested.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSEND HOLDINGS LLC?
TOWNSEND HOLDINGS LLC has approximately 120 employees and manages $22.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TOWNSEND HOLDINGS LLC

Aimee Brooke May
CLEVELAND, OH
Terrance Richard Ahern
CLEVELAND, OH
Brian Michael White
CLEVELAND, OH
Rob Michael Kochis
CLEVELAND, OH
Ronald Lee Weihrauch
CLEVELAND, OH
John Thomas Ahern
CLEVELAND, OH

More Advisors in CLEVELAND, Ohio

Abigail Aileen Maroon
GLASFUNDS, LLC·CLEVELAND, OH
Mark Hunter Summers
MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, OH
Holly Marie Cavalier
MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, OH
Jennifer Ann Rasmussen
FAIRWAY SPORTS MANAGEMENT, LLC·CLEVELAND, OH
John Paul Batt
CM WEALTH ADVISORS INC.·CLEVELAND, OH
Julie B Babcock
KEY REAL ESTATE EQUITY CAPITAL, INC·CLEVELAND, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)NEW ALBANY (33)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile