|Other Names:||Nicholas James Dubose Olesen, Nicholas Olesen|
The Philadelphia Group & Private Advisor Group
Nicholas is a Private Wealth Manager and Partner at The Philadelphia Group. He provides comprehensive financial planning and wealth management services to individuals, high net worth families, pharmaceutical executives, and small businesses.
Nicholas’ financial advice has been solicited by ABC News, allBusiness, Bankrate.com, ...(see more)
This Business Insider article features Nicholas' opinion on the wrong advice many get to reduce their risk as they get older, even if they want to take on risk. Nicholas uses tactical management for managing clients assets and shows here why it isn't always right to reduce risk just because of age.
Nicholas was featured for his advice on how investors can get back into the markets after sitting on the sidelines for so long in this Business Insider article
Nicholas was used as the main source and quoted throughout this article about how investors are handling the news of JP Morgan's $2B trading loss. Nicholas was interviewed for this article and shared how he was helping clients understand the risk JP Morgan took and how this is different from what occurred in 2008.
American Funds largest fund, the Bond Fund of America, has been underperforming its peers and, because of this, the managers have decided to change how it is managed. Nicholas was interviewed for this article, as he has given clients advice on when to own it and when not to.
Nicholas was featured in the Financial Advisor Blog of the Wall Street Journal on May 10, 2012. He is constantly striving to incorporate technology into his client service in order to make it easier for his clients to meet with him and recieve personal financial advice.
This CNBC article featured Nicholas as a primary source on the current state of unemployment and how the numbers are not truly reporting the number of people unemployed. This was published on Febuary 24, 2012.
This AllBusiness article, published on February 7, 2012, featured Nicholas as a financial expert about education programs for emploees. The article discusses various financial topics that are covered and the need for more employees to take advantage of them.
This WorkForce Management magazine, March edition, was a special on retirement planning. Nicholas was used as a source in a few of the articles for the magazine.
This Bankrate.com article featured Nicholas as a primary source about owning stock in the company where a person works. This was published on February 3, 2012.
This CNBC article featured Nicholas' financial advice about how not planning properly can hurt investors and make for a scary last few working years. This "Hurry-Up Offense" strategy is impractical and unnecessary. Investors should plan for retirement at least 15 years before their desired retirement age. Nicholas discusses retirement, saving, investing, and investors need for an independent financial planner.
This CNBC article featured Nicholas discussing reasons to not take Social Secutiry early, the penalties incurred by doing so, the tax issue with taking it, and the possible future of the Social Security system. Investors and retirees should discuss options with a comprehensive wealth manager before making any decisions.
This CNBC article featured Nicholas as the financial expert on retirement planning and strategies to withdraw retirement funds without incurring excess penalties. Nicholas discusses 401(k)s, Roth IRAs, taxes, retirement, and annuities.
This USA Today article featured Nicholas as a source about wealth management and the affect the upcoming 2012 elections will have on the stock market. For the individual investor, this has been a very frustrating market to invest in. The stocks have stayed in a fairly narrow trading range and, unfortunately, many investors haven't take advantage of this.
This USA Today article was written the day that the Euro deal was struck, October 27, 201. Financial markets rallied on the news along with the continuous recovery of US economy. These news stories are more reasons that a tactical approach to wealth management help investors.
|High Net Worth Individuals|
|Pension and Profit Sharing Plans|
*The Client Types data displayed has been entered by the advisor and has not been verified.
|Private Advisor Group, LLC||1 year, 10 months||May 2012 - Present|
|LPL Financial LLC||3 years, 10 months||May 2010 - Present|
|Ameriprise Financial||4 years, 3 months||Feb 2006 - May 2010|
|James Madison University||2 years, 4 months||Aug 2003 - Dec 2005|
|James Madison University||1 year, 3 months||Aug 2003 - Nov 2004|
|Corporate Finance Advisors||2 years, 3 months||Oct 2001 - Jan 2004|
|Outdoor Lighting Perspectives||4 years, 4 months||Aug 2001 - Dec 2005|
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|As of Date||
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
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|Uniform Combined State Law Examination||Series 66||07/12/2006|
|General Securities Representative Examination||Series 7||07/05/2006|