| Advisor Profile |
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| Disclaimer |
| Securities and investment advisory services offered through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC is not affiliated with Olympus Financial Advisors. This is not an offer of securities in any jurisdiction nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus and read it carefully before you investment or send money. Securities products are limited to residents of AZ, IL, MN, NM, WA and WI. |
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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 experience 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 works 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: |
22
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| Number of Years with Current Firm: |
6
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| I work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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Services |
| Investment Types: |
Bonds, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Mutual Funds, FOREX & Currency, Options & Futures, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 6, Series 7, Series 24, Series 26, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Annuity, Long Term Care, Variable Life, Disability, Life, Annuity, 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 |
| Fee Structure: |
I am a fee-based financial professional
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| Compensation Methods: |
Commissions, Based on Assets, Flat Fee, Hourly
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| Prepared By: |
Gary Gullo |
Frequently Asked Questions |
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