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.
Financial AdvisorAdam Olson
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.
Protect Your Kingdom
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.
Learning Center
