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Bradley Cole Olson

PORTFOLIO DESIGN SERVICES, LLC·RIVER FALLS, Wisconsin
Series 65Clean record19 years registeredPORTFOLIO DESIGN SERVICES, LLC
122 N. 2ND STREET, RIVER FALLS, WI 54022CRD# 5342550Firm CRD# 131506

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Cole Olson · RIVER FALLS, WI
Registration
CRD #5342550 · PORTFOLIO DESIGN SERVICES, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

PORTFOLIO DESIGN SERVICES, LLC
May 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 30, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PORTFOLIO DESIGN SERVICES, LLC
CRD 131506 · SEC 801-80561
AUM
$122M
Regulatory assets under management
Employees
5
439 client accounts
Services offered by PORTFOLIO DESIGN SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PORTFOLIO DESIGN SERVICES, LLC →
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05

Frequently Asked Questions

What services does Bradley Cole Olson offer?
Bradley Cole Olson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RIVER FALLS, Wisconsin for a consultation.
What are Bradley Cole Olson's credentials?
Bradley Cole Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Cole Olson located?
Bradley Cole Olson is based in RIVER FALLS, Wisconsin, working with PORTFOLIO DESIGN SERVICES, LLC. Their office serves clients in the RIVER FALLS metropolitan area and surrounding communities.
How does Bradley Cole Olson charge for services?
Bradley Cole 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 PORTFOLIO DESIGN SERVICES, LLC?
PORTFOLIO DESIGN SERVICES, LLC has approximately 5 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PORTFOLIO DESIGN SERVICES, LLC

Angela Kay Tille
RIVER FALLS, WI
Bruce David Swanson
RIVER FALLS, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
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Research
Advisor Fees in WisconsinNational Fee Analysis
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