Featured Business Financial Advisor in Green Bay, WI
Green Bay Financial Advisors
Financial Consulting Services, Inc.
1500 River Pines Drive
Green Bay, WI 54311
(920) 432-5242
Advisor Profile
Russell Olson, CPWAŽ
Name:  Russell Olson, CPWAŽ
Phone Number:  (920) 432-5242
Website:  Visit Website
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
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

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.
 

General Information

CRD#:    3013349
Firm CRD#:    8032
Name of Broker/Dealer:    Commonwealth Financial Network
Name of Custodial Firm:    National Financial Services
States Licensed in:    AZ,CA,CO,FL,GA,ID,IL,MI,MN,MS,NY,NC,OR,VA, WA,WI
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
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    7
I work with the following types of clients:    Individual Investors, Businesses, Investment Clubs
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Mutual Funds, Options & Futures, Insurance, Stocks, Bonds
I can meet clients in the following ways:    At my office
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 9, Series 66, Series 10
Insurance and Annuity Licenses:    Life
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $50,000
 
 
 
Prepared By: Russell Olson, CPWAŽ

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