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Sheryl Lynn Olson

Investment Adviser Representative at TPG FINANCIAL ADVISORS, LLC

Portland, ORCRD #2117245Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
2 states
Exams Passed
7

Professional summary

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

Sheryl Lynn Olson has worked in the securities industry since 1991. They have passed the Series 65, 63, 51, 31, 24, and 7 examinations. They are registered to provide investment advisory services in Oregon and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
OregonTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/23/1993
Series 63
Uniform Securities Agent State Law Examination
Passed 1/23/1991
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 12/13/2004
Series 7
General Securities Representative Examination
Passed 1/15/1991
Series 51
Municipal Fund Securities Principal Examination
Passed 8/1/2003
Series 24
General Securities Principal Examination
Passed 6/30/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

TPG Financial Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TPG FINANCIAL ADVISORS, LLCCurrent
9/27/2006Portland, OR
GENEOS WEALTH MANAGEMENT, INC.
8/26/201112/31/2013Portland, OR
GENEOS WEALTH MANAGEMENT, INC.
3/2/200612/31/2008Portland, OR
MULTI-FINANCIAL SECURITIES CORPORATION
9/25/20013/2/2006Portland, OR

Official records & sources

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

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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. Sheryl Lynn 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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Sheryl Lynn Olson - Financial Advisor in Portland, OR | AdvisorFinder