| Advisor Profile |
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| Name: |
Russell Olson, CPWAŽ |
| Phone Number: |
(920) 432-5242 |
| Website: |
Visit Website
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Disclosure Link:
https://www.commonwealth.com/clients/media/formadv_part2.pdf
https://www.commonwealth.com/media/WiserAdvisor%20Solicitor%20Disclosure%20Doc_Russ%20Olson.pdf
" target="_blank">Disclaimer
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| This communication strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, ID, IL, MI, MN, MS, NC, NY, OR, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial NetworkŽ, Member FINRA, SIPC, a Registered Investment Adviser. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html |
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About Financial Consulting Services, Inc. |
Welcome to Financial Consulting Services! For over 35 years, we've been in the business of putting people's minds at ease when it comes to their money.
While we offer a multitude of financial services, we prefer not to think that we work to enhance the bottom line of a portfolio. Rather, we work to enhance people's lives and help them pursue their dreams. That's why, at Financial Consulting Services, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
Whether you are working toward financial security, providing a steady stream of income, or planning for retirement, we can help simplify your finances. Financial Consulting Services can provide access to a wide range of quality investments and services to pursue your financial goals. |
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General Information |
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| Name of Broker/Dealer: |
Commonwealth Financial Network
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| Name of Custodial Firm: |
National Financial Services
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| States Licensed in: |
AZ,CA,CO,FL,GA,ID,IL,MI,MN,MS,NY,NC,OR,VA,
WA,WI
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| States Willing to do Business in: |
Abrams,Algoma,Brillion,Brussels,Casco,De Pere,Denmark,Forestville,Green Bay,Greenleaf,Kaukauna,Kewaunee,Little Chute,Little Suamico,Luxemburg,Maribel,Mishicot,New Franken,Oneida,Pulaski,Reedsville,Seymour,Sobieski,Suamico,Two Rivers,Whitelaw,Wrightstown,Appleton
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| Years of Experience in Financial Services: |
15
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| Number of Years with Current Firm: |
7
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| I work with the following types of clients: |
Individual Investors, Businesses, Investment Clubs
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Mutual Funds, Options & Futures, Insurance, Stocks, Bonds
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| I can meet clients in the following ways: |
At my office
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Qualifications & Memberships |
| Securities Licenses: |
Series 7, Series 9, Series 66, Series 10
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| Insurance and Annuity Licenses: |
Life
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Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Prepared By: |
Russell Olson, CPWAŽ |
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