Brandon Howard Olsen
Investment adviser representative at Equitable Advisors, LLC
13 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
- Seminars and workshops
Experience
13 years in the industry.
- Equitable Advisors, LLCJun 2021 to now
- Bozeman School District 5Nov 2020 to May 2021
- Bridger FenceMay 2019 to Aug 2020
- Sigma ChiApr 2019 to Apr 2020
- Jimmy John'sAug 2018 to Jun 2019
- Montana State UniversityAug 2017 to May 2021
- Fun BeverageMay 2017 to Aug 2018
- Glacier High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7395211
- Firm CRD
- 6627