Olson Investment Management Inc. 

CONNECT

Address:

2500 E. Colorado Blvd. Suite 225
Pasadena, CA 91107

Phone:

(626) 714-7334

Fax/Other:

(626)714-7339

Jim Olson

Jim Olson

President and LPL Registered Principal

Jim Olson is an LPL Registered Principal and President of Olson Investment Management Inc. which specializes in retirement plans and financial planning for both individuals and companies including 401(K), 403b, 457, SEP, Simple and Defined Benefit and Cash Balance Plans.

Jim's broker/dealer, LPL Financial, in operation for 40 years, has been the leading independent broker/dealer in the United States since 1996*. Jim has been with LPL for over 11 years. Prior to his service with LPL Financial, Jim was with Waddell and Reed and Financial Network Investment Corporation, and has almost 20 years of financial planning industry experience.

Jim specializes in retirement planning for individuals, creating sound retirement plan strategies and working with clients to develop retirement income streams that are durable and tailored to address each client's needs. He also partners with companies in the retirement plan selection process, from initial strategy meetings, to investment selection and compliance, and he conducts all the educational and plan review meetings. He has witnessed a multitude of changes within the retirement plan industry over the last two decades. Clients benefit from Jim's hands on approach and experience with plan conversions, investments selection, employee education, the creation of sound investment policy statements, advising on ERISA plan files and plan reviews.

Jim earned a Bachelor of Science (Biology) from the University of Wisconsin River Falls Wisconsin, as well as a Bachelor of Science (Photographic Engineering Technology) from St. Cloud State University, St. Cloud Minnesota. Jim also holds a CMFC® (Chartered Mutual Fund) designation from the College of Financial Planning in Denver, Colorado.  Jim currently holds Series 7, 63, 66, 24 and 31 security licenses with LPL Financial.

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

Phone (626) 714-7338