Ross OlsonWealth Advisor
Address
3947 Oakwood Hills Parkway
Eau Claire, Wisconsin 54701
US
Phone
(715) 598-8209
Email
About Ross Olson
Career Highlights and Industry Expertise
- Financial industry professional since 2004
- Joined the company in 2015
- Series 7 and 66 registrations, held through LPL Financial
- Forbes Best-in-State Wealth Advisor
- Forbes Best-in-State Next-Gen Wealth Advisor
Education
- University of Wisconsin – Eau Claire
Servicing Areas
Serving the western and northwestern Wisconsin regions and banking centers
LinkedIn Page
https://www.linkedin.com/in/ross-olson-255292121/Outside the office, I enjoy spending time with family, traveling to new places and embracing the outdoors.
I provide clients with the guidance, tools and resources needed to confidently prepare for and transition into a retirement that is financially feasible and enjoyable. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
I provide clients with the guidance, tools and resources needed to confidently prepare for and transition into a retirement that is financially feasible and enjoyable. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
