Randy Allan Olfers
Investment adviser representative at Verity Asset Management
13 yearsExperience
1 stateRegistered in
$1.2BFirm assets
20 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 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
13 years in the industry.
- Verity Asset ManagementJun 2023 to now
- Teachers PensionDec 2022 to now
- Self EmployedFeb 2019 to Dec 2022
- Axio Financial LLCJun 2018 to Feb 2019
- Managed Account Services LLCJan 2017 to Mar 2018
- Self EmployedDec 2016 to Jun 2018
- Investment Professionals IncMar 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Verity Asset Management
Legal name: Verity Asset Management, Inc.
$1.2BAssets managed
5,838Clients
53Advisers
20 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
- 4546625
- Firm CRD
- 158667