Olivia Nicole Drey
Investment adviser representative at Financial Perspectives
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
11 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
Experience
10 years in the industry.
- Financial PerspectivesJun 2026 to now
- Ameriprise Financial Services, LLCSep 2024 to Jun 2026
- Obs Business SchoolApr 2024 to Sep 2024
- University of Minnesota DuluthJan 2021 to May 2024
- Normandale Community CollegeAug 2020 to Dec 2020
- Kwik TripNov 2019 to Aug 2024
- Waconia Public SchoolsJun 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Financial Perspectives
Legal name: Financial Perspectives, Inc.
$1.2BAssets managed
737Clients
14Advisers
11 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
- 7977632
- Firm CRD
- 135549