Olaf Herr has been Chief Executive Officer of Global Wealth Management, L.C. since October 2023, is a control person of the firm and directly owns under 5% of it.
Global Wealth Management, L.C. is a Deerfield Beach, FL firm with $184M under management, 34 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Olaf Herr’s longest registration is the current one, 2 years at Global Wealth Management, L.C. since 2024.
- Wealth Management Group AgAlso current– present · under a yearZurich · Adviser representative · Firm CRD 335036
- – present · 2 yearsZurich · Adviser representative · Firm CRD 150743
Investment adviser representative registrations
Olaf Herr is registered as an investment adviser representative in Florida, since February 2024.
- FloridaSince 28 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 January 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7818262
- Firm
- Global Wealth Management, L.C. · CRD 150743
- Role
- Chief Executive Officer
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Olaf Herr work?
Olaf Herr has been Chief Executive Officer of Global Wealth Management, L.C. since October 2023, and is a control person of the firm.
Is Olaf Herr a financial advisor?
Yes. Olaf Herr has a current investment-adviser registration in Florida, through Global Wealth Management, L.C. since February 2024.
How many years of experience does Olaf Herr have?
Olaf Herr has 2 years in the financial industry, since February 2024, across 2 adviser firms.
What exams has Olaf Herr passed?
Olaf Herr passed the Series 65 in January 2024.
Is Olaf Herr registered with FINRA?
No. Olaf Herr has no current broker registration.
How can I verify Olaf Herr’s record?
Search CRD 7818262 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Olaf Herr’s full registration record.