Berthel Andrew Olsen
Investment adviser representative at Keystone Wealth Advisors, Incorporated
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$201.4MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Keystone Wealth Advisors, IncorporatedApr 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 1 state (MN).
Keystone Wealth Advisors, Incorporated
$201.4MAssets managed
66Clients
3Advisers
16 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
- 2954239
- Firm CRD
- 153418