ROBERT PATRICK OLSON is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with M HOLDINGS SECURITIES, INC., M FINANCIAL ASSET MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| M FINANCIAL ASSET MANAGEMENT, INC. | 2024-03-20 | present | Yes |
| M HOLDINGS SECURITIES, INC. | 2023-09-12 | present | Yes |
| MORNINGSTAR INVESTMENT SERVICES LLC | 2021-02-09 | 2023-09-13 | — |
| NUVEEN ASSET MANAGEMENT, LLC | 2011-09-01 | 2019-04-26 | — |
| NUVEEN FUND ADVISORS, LLC | 2010-04-26 | 2011-09-01 | — |
| UBS FINANCIAL SERVICES INC. | 2008-06-09 | 2009-08-27 | — |
| UBS FINANCIAL SERVICES INC. | 2005-05-10 | 2007-08-21 | — |