Unclaimed Profile

Robert Patrick Olson

M FINANCIAL ASSET MANAGEMENT, INC.·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 63, Series 66Clean record21 years registeredM FINANCIAL ASSET MANAGEMENT, INC.

1125 NW COUCH ST, PORTLAND, OR 97209CRD# 2756842Firm CRD# 136694

Profile Verification

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

Identity

Robert Patrick Olson · PORTLAND, OR

Registration

CRD #2756842 · M FINANCIAL ASSET MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

M FINANCIAL ASSET MANAGEMENT, INC.

Mar 2024 – present

M HOLDINGS SECURITIES, INC.

Sep 2023 – present

MORNINGSTAR INVESTMENT SERVICES LLC

Feb 2021 – Sep 2023

Dallas, TX

NUVEEN ASSET MANAGEMENT, LLC

Sep 2011 – Apr 2019

CHICAGO, IL

NUVEEN FUND ADVISORS, INC.

Apr 2010 – Sep 2011

CHICAGO, IL

UBS FINANCIAL SERVICES INC.

Jun 2008 – Aug 2009

LOUISVILLE, KY

UBS FINANCIAL SERVICES INC.

May 2005 – Aug 2007

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · May 10, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M FINANCIAL ASSET MANAGEMENT, INC.

CRD 136694 · SEC 801-66320

AUM

$1.3B

Regulatory assets under management

Employees

2,489 client accounts

Services offered by M FINANCIAL ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at M FINANCIAL ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Patrick Olson offer?

Robert Patrick Olson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Robert Patrick Olson's credentials?

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

Where is Robert Patrick Olson located?

Robert Patrick Olson is based in PORTLAND, Oregon, working with M FINANCIAL ASSET MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Robert Patrick Olson charge for services?

Robert Patrick Olson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M FINANCIAL ASSET MANAGEMENT, INC.?

M FINANCIAL ASSET MANAGEMENT, INC. has approximately 5 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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