Craig Jon Olson is listed as Managing Member at Vergepointe Wealth Management, LLC in Lake Oswego, OR. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Vergepointe Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Craig Jon Olson work?
Craig Jon Olson is listed as Managing Member at Vergepointe Wealth Management, LLC on SEC Form ADV.
How much of Vergepointe Wealth Management, LLC does Craig Jon Olson own?
Form ADV reports a beneficial ownership band of 25-50%.