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Bradley Cole Olson

PORTFOLIO DESIGN SERVICES, LLC·RIVER FALLS, Wisconsin
Clean recordPORTFOLIO 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bradley Cole Olson is a registered financial advisor based in RIVER FALLS, Wisconsin, affiliated with PORTFOLIO DESIGN SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PORTFOLIO DESIGN SERVICES, LLC
PORTFOLIO DESIGN SERVICES, LLC
AUM
$122M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PORTFOLIO DESIGN SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5342550
Firm CRD# 131506
View on FINRA BrokerCheck →

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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
Julie Ellen Swanson
RIVER FALLS, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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