What departments does Ray Olson Family Financial Planning have?

Ray Olson Family Financial Planning has employees across 2 departments including Finance, Administrative.

What is the largest department at Ray Olson Family Financial Planning?

The largest department at Ray Olson Family Financial Planning is Finance with 1 employees.

Where are Ray Olson Family Financial Planning employees located globally?

Ray Olson Family Financial Planning has employees across 1 continents and 1 countries including United States Of America.

How has Ray Olson Family Financial Planning's team size changed over time?

Ray Olson Family Financial Planning's team has decreased from approximately 5 to 4 employees based on available data.

Ray Olson Family Financial Planning Employee Directory

Financial ServicesVirginia, United States2-10 Employees

As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client. He combines old-fashioned value with the efficiency & quality today's investors expect. With a focus on investment management, retirement income & wealth management, he stands by his clients, acting as a partner & financial advocate during the length of their retirement, helping them review & adjust their investment portfolio.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS or Kestra AS. 
www.finra.org and www.sipc.org

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

Find Ray Olson Family Financial Planning employees' phone numbers or email addresses

Ray Olson Family Financial Planning Global Highlights

North America
5

United States Of America
5

Ray Olson Family Financial Planning's Leadership

C. O.
Vice President And Co-Owner, Ray Olson, Llc
Mobile Phone
Email
R. O.
Owner/President/Financial Professional At Ray Olson, Llc
Mobile Phone
Email
L. O.
Office Manager
Mobile Phone
Email
D. P.
Advisor
Mobile Phone
Email
R. O.
Marketing/Event & Client Service Coordinator
Mobile Phone
Email

Ray Olson Family Financial Planning Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Ray Olson Family Financial Planning

Name

Title

Contact Info

Location

Last Update

R. O.
Owner/President/Financial Professional At Ray Olson, Llc
Mobile Phone
Email
United StatesVirginia
Dec 07, 2025
L. O.
Office Manager
Mobile Phone
Email
United StatesVirginia
Dec 07, 2025
D. P.
Advisor
Mobile Phone
Email
Oct 16, 2024
C. O.
Vice President And Co-Owner, Ray Olson, Llc
Mobile Phone
Email
United StatesVirginia
Dec 07, 2025
R. O.
Marketing/Event & Client Service Coordinator
Mobile Phone
Email
United StatesVirginia
Apr 09, 2026

Frequently Asked Questions

What is Ray Olson Family Financial Planning known for?

Ray Olson Family Financial Planning operates in the Financial Services industry. The company's main headquarters is located in 2201 West Broad Street Suite 205 Richmond, Virginia 23220 United States; you can contact the main corporate office by phone at

+1-800-475-****

. Explore Ray Olson Family Financial Planning's company overview page for more information.

What is Ray Olson Family Financial Planning's most common email format?

Ray Olson Family Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ray Olson Family Financial Planning email formats with LeadIQ.

How many employees does Ray Olson Family Financial Planning have currently?

Ray Olson Family Financial Planning has approximately 4 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Ray Olson Family Financial Planning's key employees and leadership?

As of March 2026, Ray Olson Family Financial Planning's key employees include:

Vice President And Co-Owner, Ray Olson, Llc: C. O.
Owner/President/Financial Professional At Ray Olson, Llc: R. O.
Office Manager: L. O.
Advisor: D. P.
Marketing/Event & Client Service Coordinator: R. O.

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