David Olsen
David Olsen is a registered investment advisor at Global Wealth Management Investment Advisory, INC., based in Fort Lauderdale, FL, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 1,382 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For information on Global Wealth Management Investment Advisory's (GWMIA) asset management fees, please see their Wrap Fee Brochure (ADV Part 2A Appendix 1).
Location
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2026Criminal
November 2000Other Business ActivitiesSells Insurance
David is an investment advisor representative at Global Wealth Management Investment Advisory Inc. and a wealth advisor at Global Wealth Retirement Planning, LLC, an insurance agency selling life, health, and annuities; both activities take up a full-time commitment.
Employment History
Current Registrations
Global Wealth Management Investment Advisory, INC.
Previous Registrations
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Pacific West Securities, INC.Broker
Costa Financial Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.