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Erik John Olson

Investment adviser representative at Argent Wealth, LLC
15 yearsExperience
2 statesRegistered in
$487.3MFirm assets
5 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Argent Wealth, LLCJun 2023 to now
  2. Pinnacle Wealth, LLCNov 2020 to now
  3. RegionsAug 2019 to Jan 2020
  4. Republic FinanceMar 2018 to Jul 2019
  5. CupsMar 2011 to Nov 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (MS, TX).

Argent Wealth, LLC

$487.3MAssets managed
470Clients
6Advisers
5 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
7778455
Firm CRD
311685
Advisor's SEC record (opens in a new tab)
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