Benjamin Curtis Olson
Financial advisor at Guardian Wealth Strategies, LLC · Minneapols, MN
Last updated 2026-10-10
Claim your profileBenjamin Curtis Olson is a financial advisor at Guardian Wealth Strategies, LLC in Minneapols, MN, CRD 6781731. Licenses and exams on the registration: Series 65. IAPD registration began 2017-04-12.
Registration
- CRD number
- 6781731
- Registration status
- Active
- IAPD registration
- 2017-04-12
- Industry Experience
- 9 years
- Work Experience
- 20 years
- States registered
- MN
Licenses and exams
- Series 65
Work history
- 2017-04 to Present · Guardian Wealth Strategies, LLC · Minneapolis, MN
- 2011-03 to 2021-12 · Cimarron Rock Enterprises · Maple Grove, MN
- 2006-01 to 2017-03 · Bni · Edina, MN
- 2023-01 to Present · Guardian Insurance Solutions, LLC · Minneapolis, MN
- 2023-01 to Present · Guardian Tax LLC · Minneapolis, MN
- 2023-01 to Present · University Investment Advisors · Minneapolis, MN
- 2018-06 to Present · Guardian Insurance Solutions, LLC · Minneapolis, MN
- 2023-01 to Present · Guardian Wealth Strategies, LLC · Minneapolis, MN
Current employment
- Guardian Wealth Strategies, LLC · Minneapols, MN
Guardian Wealth Strategies, LLC
- Regulatory AUM
- $1,137,618,563
- Registered advisors
- 5
- Offices
- 2
- Clients per advisor
- 254.6 (High)
- Average AUM per client
- $893.7K (Low)
- High-net-worth client ratio
- 29.5% (Moderate)
Guardian Wealth Strategies, LLC: advisors, services and reported ETF investments
About
Benjamin Curtis Olson is a financial advisor at Guardian Wealth Strategies, LLC in Minneapols, MN. Reported securities licenses include Series 65. The latest record indicates 9 years of industry experience and 20 years of reported work history. Reported roles include Guardian Insurance Solutions, LLC, Guardian Tax LLC, University Investment Advisors, Cimarron Rock Enterprises, among others.
SEC disclosures list additional business and community activities: Guardian Insurance Solutions: Guardian taxl; L.
Guardian Wealth Strategies, LLC's firm-level Form ADV reports 5 advisors across 2 offices; approximately 254.6 clients per advisor, average assets per client of $893,652, and regulatory AUM of $1.1B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services.
What this firm offers
Filed by Guardian Wealth Strategies, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
6465 Wayzata Blvd, Minneapols, MN 55426
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 952-746-1746
- Website: gwealth.com
Official record
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