David George Olson
Investment adviser representative at Journey Wealth Management
36 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Journey Wealth ManagementAug 2022 to now
- Beacon Financial Advisory LLCMay 2015 to now
- Lincoln InvestmentJun 2012 to now
- Sanders Morris Harris Inc.Jan 2007 to now
- Total Health Care Plan, Inc.Jun 1990 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Journey Wealth Management
Legal name: Fsm Wealth Advisors, LLC
$1.4BAssets managed
879Clients
16Advisers
7 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
- 2242624
- Firm CRD
- 298904