President · M Financial Asset Management, Inc.
Robert P. Olson
CRD 2756842 · Named on Form ADV at one SEC-registered adviser
At a glance
M Financial Asset Management, Inc., an SEC-registered wealth manager based in Portland, OR with $1.2 billion in regulatory assets, lists Robert P. Olson on its Form ADV as President, a control person.
Firms and roles
- M Financial Asset Management, Inc.PresidentWealth manager · Portland, OR · $1.2B in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David R. LeesSecretary, M Financial Asset Management, Inc.
- Steven Charles LudwigChief Compliance Officer, M Financial Asset Management, Inc.
- Brittany D. GramboTreasurer, M Financial Asset Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.