View Our Customer Relationship Summary
  • scenic view
William Olsen, CLU

William Olsen, CLU

Managing Partner

Domicile State: TX
California Insurance License #: 0G90428
Arkansas Insurance License #: 1108918
Office: 512-637-6233
Mobile: 512-470-9270 calls only
Fax: 512-346-4723
E-mail:
 

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.

In 2004, Bill established Asset Strategies Group, LLC 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, spending time with his wife Audrey at their country home in Dripping Springs, Texas, and visiting his two adult children.

Bill is licensed to sell Insurance Products in the following states: AR, AZ, CA, CT, FL, ID, KY, MS, NJ, NM, PA, TX, WA. 

Bill is licensed to sell Security Products in the following states: AL, AR, AZ, CA, CT, CO, FL, GA, IA, ID, IL, IN, LA, KS, KY, MI, MS, NC, NE, NM, NY, OH, SC, TN, TX, UT, VA, WA.

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