Brian W. Olah

Investment Advisor Representative, Founder & Managing Member

BACKGROUND

With nearly 30 years of experience as a Financial Advisor, Brian utilizes a pressure-free approach to help his clients set, monitor and achieve their financial goals. Whether it's retirement planning, college planning or a customized solution to a financial challenge your family is facing, Brian can be your go-to guy.
 
Brian formed Halo Wealth Management, LLC in 2016 after spending the previous 10 years as an independent advisor. Prior to that, he spent 14 years learning the business with a semi-captive financial services company. He learned a lot during those years, and in late-2016 decided to form Halo Wealth Management to serve the needs of Middle Class families, while the majority of the industry fights for affluent investors.
 
2022 marks Brian's 30th year in the financial industry!  Brian’s passion for helping others began in 1992 when he started in personal income tax preparation. Soon after, in 1993, he earned his Life, Health, Accident & Variable Products Insurance license, and then entered the securities business in 1994. He became a licensed Investment Advisor Representative in 2008.

Brian wants nothing more than to see his clients’ dreams for retirement become a reality. For Brian, his vision for Halo Wealth is to be the company in Lorain County, and surrounding areas, that Middle American families can count on for their financial planning needs and investment advice.

 

AREAS OF SPECIALIZATION

  • Financial Consulting & Coaching (for Families & Small Businesses)
  • Retirement Planning
  • Portfolio Design & Wealth Management
  • Rollovers (from 401k Plans, IRAs & Other Retirement Plans)
  • Retirement Plans for the Self-Employed & Small Businesses
  • Income Tax Preparation for Middle American Families

 

PERSONAL
 
Brian has been self-employed since the early 1990s, which has allowed the freedom that business ownership provides and offers him the flexibility to be an active part of his family and his community.

He and his wife, Tammy, were married in 2014.  Together, they have four children – two sons, Griffin and Eli - and two daughters, Meghan and Brittney. In their free time, Brian and Tammy love to travel, attend theater & sporting events and explore local wineries. They currently reside in Columbia Station, Ohio.

 

VOLUNTEER EFFORTS & COMMUNITY SERVICE

 
Brian believes that true change starts at a grassroots level within our communities. Throughout the years, he has been involved in several service organizations and committees; with most of his efforts addressing the needs of children and alleviating poverty within the local community. 

Brian's community involvement includes a 10-year stint on North Ridgeville Community Care’s Board of Directors and various volunteer projects within the North Ridgeville City School District.  Additionally, he coached and sponsored youth sports programs within the community for more than 15 years.

 

PROFESSIONAL
 
Brian currently holds the following professional licenses and certificates:
  • FINRA, Series 65 Investment Advisor - Uniform Investment Advisor Law Examination (2008)
  • FINRA, Series 6 Securities License - Investment Company, Variable Contracts Representative (1994)
  • FINRA, Series 26 Securities License - Investment Company, Variable Contracts Principal  (2006)
  • FINRA, Series 63 Securities License - Uniform State Law Examination (1994)
  • Life, Health, Accident & Variable Products Insurance License (1993)
  • Ohio Long Term Care Insurance Partnership Course & Biennual Recertification Courses
  • IRS Annual Filing Season Program: 2015-2022 Records of Completion

 

Phone 440-777-3982
Fax 216-274-6285
E-mail