David Olsen
Investment adviser representative at Global Wealth Management Investment Advisory, Inc.
13 yearsExperience
1 stateRegistered in
$722.8MFirm assets
9 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
- Seminars and workshops
Experience
13 years in the industry.
- Global Wealth Management Investment Advisory, Inc.Jan 2025 to now
- Global Wealth Retirement Planning LLCJan 2025 to now
- Global Wealth ManagementOct 2017 to now
- Madison Avenue Securities, LLCJan 2025 to Dec 2025
- Madison Avenue Securities, LLCOct 2017 to Dec 2023
- Northwestern Mutual Wealth Management CompanyJan 2016 to Oct 2017
- Northwestern Mutual Life Insurance CompanyOct 2015 to Oct 2017
- Northwestern Mutual Investment Services, LLCApr 2012 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Wealth Management Investment Advisory, Inc.
$722.8MAssets managed
1,667Clients
16Advisers
9 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
- 4823650
- Firm CRD
- 286005