Robert Patrick Olson
Financial Professional at M Financial Asset Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Patrick Olson is a financial professional in Portland, OR, currently associated with M Financial Asset Management, Inc. and M Holdings Securities, Inc. They have worked in the securities industry since 2001 and have been registered with 6 firms, including Morningstar Investment Services LLC and Nuveen Asset Management, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal).
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Nuveen Asset Management, LLCMar 2010 – Mar 2019Chicago, IL
- Morningstar Investment Management, LLCMay 2019 – Sep 2023Chicago, IL
- M Holdings Securities, Inc.Sep 2023 – Jul 2026Portland, OR
- Fisher\SMBSep 2026 – no end date reportedCarrollton, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About M Financial Asset Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
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
Investment advisory services, model portfolios, highly customized solutions leveraging institutional separate accounts, direct indexing, and alternative investments (M Wealth); access to investments, insurance, annuities, advisory products and platforms, variable life insurance, variable annuities, separate accounts, mutual funds, ETFs, alternative investments, qualified plans, and financial planning (M Securities); and four exclusive mutual funds available through variable life insurance and annuity products (M Funds).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Portland, OR
- SEC file number:
- 801-66320
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at M Financial Asset Management, Inc.
3 other advisors in the directory
Similar advisors in Portland, OR
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Patrick Olson 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.
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