Craig Jon Olson
Investment adviser representative at Vergepointe Wealth Management, LLC
37 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$283.3MFirm assets
Are you Craig Jon Olson? Claim your profile
Contact this firm
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
Experience
37 years in the industry.
- Vergepointe Wealth Management, LLCSep 2009 to now
- Vergepointe LLPSep 1989 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (OR).
Vergepointe Wealth Management, LLC
$283.3MAssets managed
111Clients
4Advisers
17 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
- 4086835
- Firm CRD
- 151425