Bradley Olson
Portfolio Design Services · River Falls, Wisconsin
Bradley Olson is a fee-only financial advisor at Portfolio Design Services in River Falls, Wisconsin. Portfolio Design Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Bradley →
Facts
| Firm | Portfolio Design Services |
|---|---|
| Based in | River Falls, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $159.8M across 530 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 5342550 |
| Exams passed | Series 65 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.pdsadvisers.com |
| Profile |
How Bradley's firm compares
- Portfolio Design Services's average account is about $302,000, from its Form ADV (assets managed divided by 530 accounts).
Request an introduction to Bradley
Tell Bradley a little about what you're looking for. Bradley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bradley
Is Bradley Olson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Portfolio Design Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Portfolio Design Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Olson based?
Bradley Olson is based in River Falls, Wisconsin.
Is Bradley Olson registered with the SEC?
Yes. Bradley Olson is registered as an investment adviser representative in TX and WI (CRD 5342550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Portfolio Design Services manage?
Portfolio Design Services reports $159.8M across 530 accounts in assets under management.
How do I contact Bradley Olson?
Through Bradley's website, www.pdsadvisers.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.