Bradley Olson has been Managing Member & Research Manager of Portfolio Design Services since July 2021, is a control person of the firm and directly owns 75% or more of it. Bradley Olson holds a BS in Business Administration from Mankato State University.
Portfolio Design Services, LLC is a River Falls, WI firm with $150M under management, 256 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Bradley Olson is President of Portfolio Design Services, LLC. He joined the firm part time in 2007. Before that, Olson worked 10 years for Taylor Corporation in Mankato, Minnesota, and three years at UW-River Falls.
Investment adviser representative registrations
Bradley Olson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2007; the most recent is Texas, in March 2025.
- TexasResidentSince 10 March 2025
- WisconsinSince 30 May 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 May 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Bradley Cole Olson
- CRD
- 5342550
- Firm
- Portfolio Design Services · CRD 131506
- Role
- Managing Member & Research Manager
- Registration
- Investment adviser registration
- In the industry since
- May 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pdsadvisers.com
Where does Bradley Olson work?
Bradley Olson has been Managing Member & Research Manager of Portfolio Design Services, LLC since July 2021, and is a control person of the firm.
Is Bradley Olson a financial advisor?
Yes. Bradley Olson has a current investment-adviser registration in Texas and Wisconsin, through Portfolio Design Services since May 2007.
How many years of experience does Bradley Olson have?
Bradley Olson has 19 years in the financial industry, since May 2007, across 1 adviser firm.
What exams has Bradley Olson passed?
Bradley Olson passed the Series 65 in May 2007.
Is Bradley Olson registered with FINRA?
No. Bradley Olson has no current broker registration.
How can I verify Bradley Olson’s record?
Search CRD 5342550 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradley Olson’s full registration record.