Ryan Olson, MBA, CFP®, an independent LPL Financial advisor at Mustang Private Wealth with offices in San Luis Obispo and Orcutt, CA today announced his inclusion in LPL’s Patriot’s Club. This elite award is presented to less than 9% of the firm’s more than 17,000 financial advisors nationwide*.
“On behalf of LPL, I congratulate Ryan on reaching this milestone in his professional career,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Business owners, American investors and industries at large faced extraordinary challenges throughout 2020. In the advisor-mediated financial advice market, investors showed how much value they place on a trusting relationship with a financial advisor.
We applaud Ryan and the entire team at Mustang Private Wealth for their commitment to clients and resiliency as a business, and we are inspired by their dedication to making a meaningful impact in the lives of their clients. It is an honor to support Ryan and wish his entire team continued success as they continue to add value for clients and in their business in the years ahead.”
Ryan is based in San Luis Obispo, CA and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
Olson is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.Press Release
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Achievement is based on annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996-2020