Joanne Kelly Olson
Investment adviser representative at First Command Advisory Services
13 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Self Employed - Joanne K. OlsonNov 2025 to now
- First Command Advisory Services , IncSep 2024 to now
- First Command Insurance Services , Inc.Sep 2024 to now
- First Command Brokerage Services, Inc.Sep 2023 to now
- Acuserve Acupuncture & Integrative Medicine Professional Corp.Jul 2022 to Dec 2023
- Go Solar With Kelly, LLCJan 2022 to Nov 2025
- Kota Energy GroupJun 2021 to Dec 2021
- Vivint Solar & Sunrun Inc (companies Merged)Oct 2020 to May 2021
- Unemployed/ Homemaker/ StudentOct 2013 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
- 7716460
- Firm CRD
- 281958