Robert Patrick Olson
Investment adviser representative at Fisher\smb
16 yearsExperience
1 stateRegistered in
$6.8BFirm assets
2 yearsFirm in business
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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.
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Fisher\smbSep 2026 to now
- M Holdings Securities, Inc.Sep 2023 to Jul 2026
- Morningstar Investment Management, LLCMay 2019 to Sep 2023
- Nuveen Asset Management, LLCMar 2010 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
2 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
- 2756842
- Firm CRD
- 331205