Unclaimed Profile

Sheryl Lynn Olson

TPG FINANCIAL ADVISORS, LLC·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 31, Series 51, Series 63, Series 65ChFCClean record24 years registeredTPG FINANCIAL ADVISORS, LLC

11740 SW 68TH PARKWAY, PORTLAND, OR 97223CRD# 2117245Firm CRD# 141153

Profile Verification

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

Identity

Sheryl Lynn Olson · PORTLAND, OR

Registration

CRD #2117245 · TPG FINANCIAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

TPG FINANCIAL ADVISORS, LLC

Sep 2006 – present

GENEOS WEALTH MANAGEMENT, INC.

Aug 2011 – Dec 2013

PORTLAND, OR

GENEOS WEALTH MANAGEMENT, INC.

Mar 2006 – Dec 2008

PORTLAND, OR

MULTI-FINANCIAL SECURITIES CORPORATION

Sep 2001 – Mar 2006

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · September 25, 2001

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TPG FINANCIAL ADVISORS, LLC

CRD 141153 · SEC 801-77417

AUM

$1.7B

Regulatory assets under management

Employees

1,514 client accounts

Services offered by TPG FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TPG FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sheryl Lynn Olson offer?

Sheryl Lynn Olson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PORTLAND, Oregon for a consultation.

What are Sheryl Lynn Olson's credentials?

Sheryl Lynn Olson holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sheryl Lynn Olson located?

Sheryl Lynn Olson is based in PORTLAND, Oregon, working with TPG FINANCIAL ADVISORS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Sheryl Lynn Olson charge for services?

Sheryl Lynn Olson'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 TPG FINANCIAL ADVISORS, LLC?

TPG FINANCIAL ADVISORS, LLC has approximately 20 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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