Financial AdvisorAdam Olson
Do you have a question? I'm here to help.
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States Insurance Licensed:
SD, NE, IA, CO, UT, WY, ID
Address:
2006 Market Ln
Norfolk, NE 68701
US
CFP, FSCP, LUTCF, RICP

I am a Certified Financial Planner who is passionate about educating my clients about all things personal finance. So much so that I have written several books on these topics, they can be found here. I feel a deep sence of responsiblily to every client that I work with, and have a duty to treat every client's account like it is my own.

My team of specialsts and I are able to help our cleints in all aspect's of their financial lives including: Financial planning, Investment management, Life & health Insurance, lastly we also assist cleints with Home and Auto insurance.

My wife Katie and I live in Norfolk Nebraska, and have 3 boys (Hudson, Kiptyn, and Tate) they keep us busy and bring so much joy to our lives. When I'm not helping clients reach their financial goals I do enjoy: Hunting & Fishing, Coaching the boys in sports (Soccer, Wrestling, Basketball, Flag Football), and spending time at the river.

We have physical office locations accross the United States to serve our clients in person. We mainly work remotely with clients in state's where I'm licensed to do business. No matter where you live I can help you create your personal financial plan.

Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Do you have a question? I'm here to help.
Compare Life Insurance Products and Get a Quote

Financial AdvisorAdam Olson

CFP, FSCP, LUTCF, RICP

I am a Certified Financial Planner who is passionate about educating my clients about all things personal finance. So much so that I have written several books on these topics, they can be found here. I feel a deep sence of responsiblily to every client that I work with, and have a duty to treat every client's account like it is my own.

My team of specialsts and I are able to help our cleints in all aspect's of their financial lives including: Financial planning, Investment management, Life & health Insurance, lastly we also assist cleints with Home and Auto insurance.

My wife Katie and I live in Norfolk Nebraska, and have 3 boys (Hudson, Kiptyn, and Tate) they keep us busy and bring so much joy to our lives. When I'm not helping clients reach their financial goals I do enjoy: Hunting & Fishing, Coaching the boys in sports (Soccer, Wrestling, Basketball, Flag Football), and spending time at the river.

We have physical office locations accross the United States to serve our clients in person. We mainly work remotely with clients in state's where I'm licensed to do business. No matter where you live I can help you create your personal financial plan.

Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

States Insurance Licensed:
SD, NE, IA, CO, UT, WY, ID
Address:
2006 Market Ln
Norfolk, NE 68701
US
Financial Education Center
What does our first meeting look like?

Protect Your Kingdom

I'm here to help you protect what matters most

As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:

  • Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
  • Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
  • Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
  • Help small business owners protect their life's work for their family and employees.
In order to help you achieve your goals, we'll go through the following process:
1
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
2
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once we've set out together we'll keep the conversation going and adjust the course as necessary.

Learning Center

Simple approach to Retirement Planning
Easy to understand video that will educate you on the 3 different buckets of retirment savings.
Indexed Universal Life Insurance: Help Meet Your Goals
Whether you're planning for retirement, college, or a rainy day, it's important to focus on the journey – not just the destination. To successfully plan for these milestones, it's vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance …
Read Article
Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?
Did you know that after you enroll in Medicare, there's a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage.
Read Article

Listening to our customers for more than 100 years

The key to our longevity is simple.
You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.
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