Mark Dean Olson
Investment adviser representative at Cornerstone Planning Group
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$951.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cornerstone Planning GroupAug 2025 to now
- Horizon Wealth Strategies, LLCJul 2013 to now
- Nylife Securities LLCDec 2012 to now
- New York Life Insurance CompanyNov 2012 to now
- Eagle Strategies LLCDec 2012 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cornerstone Planning Group
Legal name: Cornerstone Planning Group Inc.
$951.8MAssets managed
1,251Clients
23Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2009157
- Firm CRD
- 307189