wiseradvisor

Olivier Group

Tel: 225-757-9484
4609 Bluebonnet Blvd.
Suite A
Baton Rouge, LA 70809

Innovative Wealth Planners

Olivier Group | Financial Advisor in Baton Rouge ,LA

About Olivier Group

As a Baton Rouge boutique financial services firm, Olivier Group specializes in comprehensive, wealth management and retirement planning for physicians, dentists, business owners, families, and retirees. Through our holistic team approach, we guide you through all aspects of financial planning, from proactive wealth management, to retirement planning, or preparing your estate. Under the direction of a CERTIFIED FINANCIAL PLANNER " practitioner, our licensed team combines top notch service and comprehensive investment research to provide a quality experience for you. Our independence allows us to evaluate which particular investments are right for you, instead of trying to fit your situation to a certain product. Our team offers you services and recommendations based on our shared values of trust, responsibility, and desire to help others. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.


General Information

Firm Start Year:   2002
No.of Employees:   5-9
Gender:   Male
Name of Broker/Dealer:   Cetera Advisor Networks
Name of Custodial Firm:   TD Ameritrade, Fidelity, and Cetera
States Licensed in:   AL, FL, LA, MS, NM, TX, GA, TN
Number of Years with Current Firm:   19
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning


Services

Investment Types:   Real Estate, Insurance, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments
I can meet clients in the following ways:   Via Email, Our Offices, At your home, At my office, Via Phone, At your office, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Baton Rouge Estate and Planning Council Finance Committee for the Country Club of Louisiana


Firm Information

Firm's Number of Clients:   200
Assets Managed by Firm:   $220 million
Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   200
Advisor's Number of Planning Clients:   110
Assets Managed by Advisor:   $300 million


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Flat Fee, Based on Assets, Hourly


Education

Bachelors in Business Administration - Finance with minor in Economics  Northeast Louisiana Univiersity - Monroe, LA
08/15/1991-05/30/1995



Disclaimer

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Olivier Group, LLC

Olivier Group

Chad entered the financial services industry right out of Northeast Louisiana University. Originally a stockbroker, he studied to become a financial advisor after glimpsing that relationships were at the heart of financial planning.

Chad is a prominent CERTIFIED FINANCIAL PLANNER " practitioner that owns an innovative wealth management firm, Olivier Group, LLC, out of Baton Rouge, LA. He is insurance licensed and holds series 7, 24, 52, and 63, securities registrations with Cetera Advisor Networks LLC, Member FINRA/SIPC. He is a member of the Baton Rouge Financial Planning Association, as well as a member of The Baton Rouge Estate and Planning Council. Chad was also awarded 5 star recognition as a Paladin Registry Advisor, which only includes the top 10% of financial advisors. Chad is a contributing writer of a Wealth Management article for the Journal of the Louisiana Dental Association and a published author of What Medical School Did Not Teach You about Financial Planning and The Resourceful Dentist.

My Team

Melody Binion Melody Binion Operations Director

Melody joined The Olivier Group, LLC back in 2006 as a part-time intern. After completing her Degree in Marketing from Louisiana State University, she began working full-time as our Director of Business Development. Since coming on board, Melody has helped the company grow and provide more individualized attention to each of our clients. Melody currently holds FINRA’s General Securities Representative Series 7 registration with LPL Financial.

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 3:00 PM

Communities Served

Addis Baker
Baton Rouge Belle Rose
Brusly Carville
Darrow Denham Springs
Donaldsonville Erwinville
French Settlement Geismar
Glynn Gonzales
Greenwell Springs Grosse Tete
Lakeland Livingston
Plaquemine Port Allen
Prairieville Pride
Rosedale Rougon
Saint Amant Saint Gabriel
Sorrento Sunshine
Walker White Castle
Zachary

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