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CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

DAVIS, CA · CRD 151765 · IAPD ↗ · carbahalolsen.com · 530-758-4921

$257.6MRegulatory AUM
1Advisory reps
3Employees
7Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2025 — CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.