Colbey Jerold Olson
Investment adviser representative at Esi Financial Advisors
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 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 feeCommissions
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.
- Equity Services, Inc.Feb 2026 to now
- Morin Financial LLCJan 2025 to now
- The Ins CompaniesMay 2024 to Dec 2024
- Iowa State University FoundationJan 2024 to May 2024
- Iowa State UniversityAug 2023 to Dec 2023
- Principal Financial GroupMay 2023 to Aug 2023
- Iowa CubsApr 2023 to Aug 2023
- College FreshAug 2022 to Apr 2023
- Iowa State UniversityAug 2022 to Apr 2023
- Clear Secure IncMay 2022 to Aug 2022
- Eden Prairie School DistrictMay 2022 to Aug 2022
- Iowa State UniversityAug 2020 to May 2022
- Eastern Carver County SchoolsSep 2019 to Aug 2020
- Home DepotJun 2018 to Jul 2019
- TargetOct 2016 to Jan 2017
- Chanhassen High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 8028780
- Firm CRD
- 265