Wells Fargo Advisors
46yrs
Top advisor by experience in Arlington Heights
3yrs
Based in Arlington Heights, Illinois, David Olson is a fiduciary financial advisor with 3 years of industry experience. David joined Osaic Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 166 advisors with offices in Arlington Heights, and one of 155 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office3135 North Wilke Road Suite A, Arlington Heights, IL 60004
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
- Aug 2026 – nowOsaic Wealth, Inc.Current firm
Contact David
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for David. 3135 North Wilke Road Suite AArlington Heights, IL 60004Office · Get directions
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call Osaic Wealth at (800) 821-5100 and ask for David Olson. David works from the Arlington Heights, IL office.
How long has David been a financial advisor?
David has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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