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.
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 wife Katie and I live in Norfolk Nebraska, and have 3 boys (Hudson "Dog Pound," Kiptyn "Kippers," and Tate "Tornado") they keep us busy and bring so much joy to our lives. When I'm not at the office I do enjoy: Hunting & Fishing, Coaching the boys in sports (Soccer, Tball, Basketball), and spending time at the river.
I have physical office locations in Norfolk, O'Neill, and Omaha Nebraska to serve clients in person. I also 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.
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.
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 wife Katie and I live in Norfolk Nebraska, and have 3 boys (Hudson "Dog Pound," Kiptyn "Kippers," and Tate "Tornado") they keep us busy and bring so much joy to our lives. When I'm not at the office I do enjoy: Hunting & Fishing, Coaching the boys in sports (Soccer, Tball, Basketball), and spending time at the river.
I have physical office locations in Norfolk, O'Neill, and Omaha Nebraska to serve clients in person. I also 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.
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
