Sr. LPL Registered Client Service Associate
Kevin is dedicated to delivering efficient and exceptional service and operational support for Olson Wealth Group. Kevin specializes in new client Onboarding, Move Money transactions, and Transition Support. Previously, Kevin gained valuable experience at LPL Financial, where he worked in Service, Trading, and Operations before transitioning to Admin Solutions.
Holding FINRA Series 7 and 66 licenses through LPL Financial, Kevin is recognized for his attention to detail and commitment to excellence, striving to ensure every client receives the highest level of service. Creativity, kindness, and thorough organizational skills are evident in every task he undertakes.
Growing up in San Diego, California, Kevin enjoys going to the beach, attending concerts, and traveling to new cities with friends.
Kevin is an LPL employee and is part of the Admin Solutions program that supports multiple advisors’ businesses.
