Kyle Ashley Olson
Investment adviser representative at D.A. Davidson & Co.
10 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 yearsFirm in business
Are you Kyle Ashley Olson? Claim your profile
Contact this firm
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
10 years in the industry.
- D.A. Davidson & Co.Jul 2025 to now
- Da DavidsonSep 2024 to now
- Three Forks Public SchoolsAug 2024 to Oct 2024
- UnemployedJun 2024 to Aug 2024
- KohanaikiNov 2023 to Jun 2024
- UnemployedSep 2023 to Nov 2023
- PinionJan 2023 to Sep 2023
- Anderson ZurmuehlenJun 2022 to Jan 2023
- WipfliJan 2022 to Apr 2022
- Blb Painting CoMay 2021 to Aug 2021
- WipfliFeb 2021 to Apr 2021
- Blb Painting CoMay 2020 to Aug 2020
- Carroll CollegeAug 2019 to May 2023
- Blb Painting CoJun 2019 to Aug 2019
- Blb Painting CoJun 2018 to Aug 2018
- Blb Painting CoJun 2017 to Aug 2017
- Three Forks High SchoolAug 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 7992022
- Firm CRD
- 199