Steward Partners Investment Advisory
46yrs
Top advisor by experience in Andover
44yrs
John Olson
Full name on record: John Albert Olson
Financial advisor at Commonwealth Financial Network
John Olson is a financial advisor in Andover, Massachusetts, with 44 years in the industry. John joined Commonwealth Financial Network in 1995, a firm offering financial planning, investment management, and retirement plan consulting. John holds the CFP® designation.
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Massachusetts
Office40 Shattuck Road Suite 233, Andover, MA 01810
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 1995 – nowCommonwealth Financial NetworkCurrent firm
Contact John
Local office(978) 664-2399Ask for John. (781) 736-0700Main office · Waltham, MA 40 Shattuck Road Suite 233Andover, MA 01810Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask John
Tailored to John’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
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About John
How do I contact John?
Call John’s local office at (978) 664-2399 or the Commonwealth Financial Network main office at (781) 736-0700, and ask for John Olson.
How long has John been a financial advisor?
John has been in the industry since 1982, about 44 years. Top 1% by experience in Massachusetts.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask John 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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