Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
38yrs
Steven Olson
Financial advisor at Wells Fargo Advisors
Steven Olson has worked in the financial industry for 38 years and is a fiduciary financial advisor based in Salt Lake City, Utah. Steven has been with Wells Fargo Advisors since 2026; before that, Steven spent four years at J.P. Morgan Investment Management and two years at J.P. Morgan Asset Management. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 3% by experience in Salt Lake City
Office299 S Main St, Salt Lake City, UT 84111
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2006 – 2009J.P. Morgan Investment Management Inc.Previously
- May 2004 – Dec 2005J.P. Morgan Asset ManagementPreviously
Contact Steven
Local office(385) 415-7900Ask for Steven. (314) 875-3000Main office · St. Louis, MO 299 S Main StSalt Lake City, UT 84111Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Steven
How do I contact Steven?
Call Steven’s local office at (385) 415-7900 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Steven Olson.
How long has Steven been a financial advisor?
Steven has been in the industry since 1988, about 38 years. Top 3% by experience in Salt Lake City.
What licenses does Steven hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill
45yrs
Top 1% by experience in Salt Lake City
Smedley Financial Services
45yrs
Top advisor by experience at Smedley Financial Services
Raymond James Financial Services Advisors
45yrs
Top 1% by experience in Salt Lake City
Wells Fargo Advisors
45yrs
Top 1% by experience in Salt Lake City
Cottonwood Wealth Strategies
44yrs
Top 1% by experience in Salt Lake City