Bill Olsen, CLU

Bill Olsen, CLU

Managing Partner

Domicile State: TX

Bill Olsen has over 30 years of experience in the financial services industry – acting as agent, financial advisor, sales manager and managing partner at various firms.

Bill, along with Managing Partner Sara Pantin, decided to establish Asset Strategies Group, LLC in 2004 with the philosophy of “advocating for the financial future of others, through the creation and preservation of wealth, while always helping to insure the protection of families, businesses and those who depend on us.”

Bill received his Chartered Life Underwriter (CLU) designation in 2002 and holds the FINRA Series 7 (General Securities Representative), 65 (Uniform Investment Advisor Law Examination) and 24 (General Securities Principal) registrations.

Bill gives back to the community.  He enjoys travel, real estate investing, and also takes pleasure from spending time with his wife Audrey and their two children in their Country Home in Dripping Springs Texas.

Bill is licensed to sell insurance products in the following states; CT, FL, GA, IL, KY, LA, MS, NJ, NY, PA, TX and WA.

Bill is licensed to sell Security Products in the following states; CA, CT, FL, GA, IL, MS, NJ, NY, OH, TN, TX and WA.

 

William Olsen is a registered principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. Asset Strategies Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory Office:  317 Grace Lane, Suite 250, Austin, TX, 78746, (512) 346-6020.             

Phone 512-637-6233
Fax 512-346-4723