| Advisor Profile |
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| Name: |
Gary Gullo |
| Phone Number: |
(612) 246-3186 |
| Website: |
Visit Website
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Business Description |
Olympus Financial Advisors has been helping individuals and business owners in Albuquerque, Chicago, Minneapolis, and Phoenix in meeting their financial goals since 1987. Now, with over 65 years of combined experience, our staff has the professional knowledge and expertise that our clients require to help keep pace with their ever-changing financial needs.
As an independent financial services company, Olympus Financial Advisors can draw from a variety of companies. Our professionals team with you to help define your short- and long-term financial goals, compare those goals to the products and services available in the marketplace, and craft a financial strategy that is right for you. |
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General Information |
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| Insurance License#: |
IN22429
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| Name of Broker/Dealer: |
Ameritas Investment Corp.
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| States Licensed in: |
MN, WI, IL, AZ, FL, NM, WA
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| Years of Experience in Financial Services: |
21
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| Number of Years with Current Firm: |
6
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| I work with the following types of clients: |
Non-Profit Organizations, Individual Investors, Businesses
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Services |
| Investment Types: |
Annuities, Bonds, Stocks, Insurance, Mutual Funds, FOREX & Currency, Options & Futures, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 7, Series 24, Series 26, Series 63, Series 65, Series 6
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| Insurance and Annuity Licenses: |
Disability, Variable Life, Long Term Care, Variable Annuity, Annuity, Life, Health
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| Financial Organization Memberships: |
National Association of Insurance and Financial Advisors (NAIFA)
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| Non-Financial Organization Memberships: |
TwinWest Chamber of Commerce
Reuben Lindh Family Services
Jacob Wetterling Resource Center
Holly Name of Jesus Church
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Compensation Methods: |
Based on Assets, Flat Fee, Hourly, Commissions
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| Prepared By: |
Gary Gullo |
Frequently Asked Questions |
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