Kyle Paul Olson
Investment adviser representative at Captrust
16 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$1.2TFirm 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 feePerformance-based
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
16 years in the industry.
- CaptrustApr 2023 to now
- Capfinancial Partners LLC (captrust)Apr 2023 to now
- Quantitative Advantage, LLCApr 2015 to Apr 2023
- Qa Investment Services, LLCApr 2010 to Mar 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 4474929
- Firm CRD
- 175112