Financial AdvisorAdam Olson
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How much do you need to retire?
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Money Mastery Unleashed Podcast
Check out the Podcast HERE
Book Appointment
Fax:(402) 379-0390
Languages Spoken:
English
States Insurance Licensed:
SD, NE, IA, CO, UT, WY, ID, TN, LA, OK, AZ, TX
Primary Address:
This is where I work and meet with clients.
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 sense of responsibility to every client that I work with, and have a duty to treat every client's account like it is my own.

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.

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

My wife Katie and I live in Norfolk Nebraska, and have 4 boys (Hudson, Kiptyn, Tate, and Spencer) 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 across 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.

How much do you need to retire?
Take the quiz
Money Mastery Unleashed Podcast
Check out the Podcast HERE
Book Appointment

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 sense of responsibility to every client that I work with, and have a duty to treat every client's account like it is my own.

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.

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

My wife Katie and I live in Norfolk Nebraska, and have 4 boys (Hudson, Kiptyn, Tate, and Spencer) 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 across 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.

Email:ADAM.OLSON@MUTUALOFOMAHA.COM
Phone:(402) 379-6745
Fax:(402) 379-0390
Languages Spoken:
English
States Insurance Licensed:
SD, NE, IA, CO, UT, WY, ID, TN, LA, OK, AZ, TX
Primary Address:
This is where I work and meet with clients.
2006 Market Ln
Norfolk, NE 68701
US
Financial Education Center
View this video on Youtube
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.

Area's that we serve our clients in

Medicare Supplement Insurance
Annuities
Financial Education
Dental Insurance
Life Insurance
Long-Term Care Insurance
Cancer, Heart Attack & Stroke Insurance
Small Business Solutions
Investments

Learning Center

View this video on Youtube
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
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Get Your Money Right (Debt)
Get Your Money Right (Retirement Savings)
3 easy ways to spend less and save more
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Determine your life insurance needs
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Social Security retirement income estimator
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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.
View Our Story
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