Nicholas Charles Olsen
Investment adviser representative at Exponent Wealth LLC
12 yearsExperience
2 statesRegistered in
$110.4MFirm assets
Under 1 yearFirm in business
Are you Nicholas Charles Olsen? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Exponent Wealth LLCMay 2026 to now
- Iconiq CapitalJul 2024 to Apr 2026
- AlphasightsJun 2023 to Aug 2023
- EverspireJan 2022 to Jun 2024
- Missionary Training CenterSep 2021 to May 2022
- Brigham Young UniversityAug 2021 to May 2024
- Intermountain HealthcareAug 2020 to Sep 2021
- Utah Valley UniversityAug 2020 to May 2021
- Church of Jesus Christ of Latter - Day SaintsAug 2018 to Aug 2020
- Murray High SchoolAug 2015 to May 2018
- Olsen Family Lawn CareJan 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, UT).
Exponent Wealth LLC
$110.4MAssets managed
96Clients
7Advisers
Under 1 yearIn 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
- 7996312
- Firm CRD
- 334968