Mark Olson has been an investment adviser representative at Cornerstone Planning Group since August 2025, and is not listed among the firm’s executive officers or direct owners.
Cornerstone Planning Group Inc. is a Fairfield, NJ firm with $952M under management, 1,251 clients and 16 advisers across 8 offices, as of its September 2026 filing.
Mark Olson is a Financial Advisor operating under his firm, Horizon Wealth Strategies, which is affiliated with Cornerstone Planning Group. He works primarily with pre-retirees and retirees, specializing in advising technology executives who hold equity compensation. He approaches his work as a consultant, matching financial strategies to clients' priorities and motivations.
Mark Olson’s longest registration was 12 years at Eagle Strategies LLC (2012–2025). Before joining Cornerstone Planning Group in 2025, Mark Olson was registered through Eagle Strategies LLC and Metlife Securities Inc.
- Cornerstone Planning GroupCurrent– present · 1 yearAustin, TX · Adviser representative · Firm CRD 307189
- Eagle Strategies LLC– · 12 yearsSomerville, NJ · Adviser representative · Firm CRD 110826
- Metlife Securities Inc.– · 1 yearBerkley Heights, NJ · Adviser representative · Firm CRD 14251
Professional designations
Listed by Cornerstone Planning Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mark Olson is registered as an investment adviser representative in Texas, since August 2025.
- TexasSince 20 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 30 December 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 November 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 February 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mark Dean Olson
- CRD
- 2009157
- Firm
- Cornerstone Planning Group · CRD 307189
- Office
- 3305 Northland Drive, Suite 412, Austin, TX 78731
- Registration
- Investment adviser registration
- In the industry since
- March 1990
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstoneplanninggroup.com
Where does Mark Olson work?
Mark Olson is an investment adviser representative registered through Cornerstone Planning Group Inc. since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Mark Olson a financial advisor?
Yes. Mark Olson has a current investment-adviser registration in Texas, through Cornerstone Planning Group since August 2025.
How many years of experience does Mark Olson have?
Mark Olson has 36 years in the financial industry, since March 1990, across 3 adviser firms.
What exams has Mark Olson passed?
Mark Olson has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in February 1990. FINRA credited Mark Olson with the SIE, which began in October 2018.
Where did Mark Olson work before Cornerstone Planning Group?
Before Cornerstone Planning Group, Mark Olson was registered through Metlife Securities Inc., July 2002 to February 2004.
Where is Mark Olson based?
Mark Olson’s registered office is in Austin, TX.
Is Mark Olson registered with FINRA?
No. Mark Olson has no current broker registration.
Is Mark Olson a CFP?
Cornerstone Planning Group lists Mark Olson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mark Olson’s record?
Search CRD 2009157 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Olson’s full registration record.
- Jon TarnoChief Operating Officer
Carmine CorinoOwner- Walter GilmoreCCO