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Berthel Olsen
from Keystone Wealth Advisors, Incorporated
Berthel Olsen is a financial advisor based in Minnesota, Minneapolis,
with 27 years of experience. Berthel currently works for
Keystone Wealth Advisors, Incorporated.
Berthel maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Berthel Olsen works at Keystone Wealth Advisors, Incorporated
Keystone Wealth Advisors, Incorporated is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $20,670,691 of assets under management and employs about 5 people. Keystone Wealth Advisors, Incorporated uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
150 South Fifth Street, Suite 3100, Minneapolis, Minnesota, 55402
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