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Maria Erzsebet Olsen

Investment Adviser Representative at TRUE Private Wealth Advisors, LLC

Mcminnville, ORCRD #5436600Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Maria Erzsebet Olsen is an investment adviser representative with TRUE Private Wealth Advisors, LLC in Mcminnville, OR, where they have been registered since 2023. They have worked in the securities industry since 2007 and have been registered with 3 firms, including Goldman Sachs Personal Financial Management and Wickman Paterson Corrigan. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Hawaii, Oregon, and Texas.

Office

400 Ne 2nd St.
Mcminnville, OR 97128

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Hawaii, Oregon, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/5/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

TRUE Private Wealth Advisors, LLCCurrent
9/1/2023 – Mcminnville, OR
Goldman Sachs Personal Financial Management
7/23/2015 – 10/13/2023Mcminnville, OR
Wickman Paterson Corrigan
11/6/2007 – 11/2/2017Mcminnville, OR

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Corrigan Wickman Advisory, LLC
    Jul 2004 – Oct 2017Mcminnville, OR
  2. United Capital Financial Advisers, LLC
    Jul 2015 – May 2019Newport Beach, CA
  3. Goldman Sachs Personal Financial Management
    May 2019 – Sep 2023McMinnville, OR
  4. True Private Wealth Advisors. LLC
    Sep 2023 – no end date reportedSalem, OR

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About TRUE Private Wealth Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$500,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
11
Offices listed on AdvisorFinder:
2
Main office:
Salem, OR
SEC file number:
801-76997

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 6, 2026

View full firm profile

Other advisors at TRUE Private Wealth Advisors, LLC

10 other advisors in the directory

View TRUE Private Wealth Advisors, LLC firm profile

Similar advisors in Mcminnville, OR

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maria Erzsebet Olsen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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