Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
16yrs
Based in Jacksonville, Florida, Kirk Olson is a fiduciary financial advisor with 16 years of industry experience. Kirk has been with Osaic Wealth since 2018; before that, Kirk spent two years at Signator Investors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 68% of advisors in Jacksonville
Office6821 Southpoint Drive North Suite 124, Jacksonville, FL 32216
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2018 – nowOsaic Wealth, Inc.Current firm
- Feb 2017 – Nov 2018Signator Investors, Inc.Previously
Questions to ask Kirk
Tailored to Kirk’s registration and firm.
- 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
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About Kirk
How do I contact Kirk?
Call Osaic Wealth at (800) 821-5100 and ask for Kirk Olson. Kirk works from the Jacksonville, FL office.
How long has Kirk been a financial advisor?
Kirk has been in the industry since 2011, about 16 years. More experience than 68% of advisors in Jacksonville.
What licenses does Kirk hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kirk a fiduciary?
Kirk is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kirk paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kirk 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.
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