Berthel Olsen has been President of Keystone Wealth Advisors since April 2010, is a control person of the firm and directly owns between 50% and 75% of it.
Keystone Wealth Advisors, Incorporated is an Eagan, MN firm with $201M under management, 66 clients and 3 advisers across 4 offices, as of its June 2026 filing.
Berthel Olsen’s longest registration is the current one, 16 years at Keystone Wealth Advisors since 2010. Before joining Keystone Wealth Advisors in 2011, Berthel Olsen was registered through Capital Management Associates Inc.
- – present · 16 yearsEagan, MN · Adviser representative · Firm CRD 153418
- Capital Management Associates Inc– · 2 yearsMinneapolis, MN · Adviser representative · Firm CRD 105010
Investment adviser representative registrations
Berthel Olsen is registered as an investment adviser representative in Minnesota, since November 2013.
- MinnesotaSince 14 November 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 31 October 1997 |
| Series 7 | General Securities Representative Examination | 22 October 1997 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Berthel Andrew Olsen
- CRD
- 2954239
- Firm
- Keystone Wealth Advisors · CRD 153418
- Role
- President
- Office
- 2640 EAGAN WOODS DRIVE, Eagan, MN 55121
- Registration
- Investment adviser registration
- In the industry since
- February 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Berthel Olsen work?
Berthel Olsen has been President of Keystone Wealth Advisors, Incorporated since April 2010, and is a control person of the firm.
Is Berthel Olsen a financial advisor?
Yes. Berthel Olsen has a current investment-adviser registration in Minnesota, through Keystone Wealth Advisors since January 2011.
How many years of experience does Berthel Olsen have?
Berthel Olsen has 18 years in the financial industry, since February 2008, across 2 adviser firms.
What exams has Berthel Olsen passed?
Berthel Olsen has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 1997.
Where did Berthel Olsen work before Keystone Wealth Advisors?
Before Keystone Wealth Advisors, Berthel Olsen was registered through Capital Management Associates Inc, February 2008 to June 2010.
Where is Berthel Olsen based?
Berthel Olsen’s registered office is in Eagan, MN.
Is Berthel Olsen registered with FINRA?
No. Berthel Olsen has no current broker registration.
How can I verify Berthel Olsen’s record?
Search CRD 2954239 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Berthel Olsen’s full registration record.