Chad Olson, CFP®, CDFA®
Partner, Financial Advisor
Special Strength: Intuitive nature, connecting and building trust
Goal: Fulfilling the interests of each client and guiding them through a well-advised financial plan
Focus: Comprehensive financial planning and divorce financial guidance
Interests: Spending time with his wife, Courtney, daughters Anya and Maely and Great Dane Stanley; staying active, traveling, learning, and always thinking of new ways to innovate and solve problems.
His Colleagues Say: “Chad is a fascinating example of the hunter/gatherer ‘Paleo Lifestyle’ (whatever that means), and never misses his morning workout.”
Chad Olson went to college on a football scholarship and studied marketing and business administration. His sports background and education combined with growing up around his family’s automotive business in Lindstrom, Minn., have resulted in strong interpersonal and communications skills.
Starting his career in 2005 as a financial advisor for Ameriprise Financial, Chad has since earned the Certified Divorce Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations.
People often meet with Chad after their attorney recommends him during or after their divorce process and they are faced with a major life transition and many decisions. By taking the time to understand their unique financial needs and goals, Chad is able to provide tailored advice and support that addresses their specific concerns and helps them move forward with confidence.
“It’s gratifying to help my clients create a realistic plan so they can move forward with clarity and confidence,” he says.
Education and Designations:
- College of Financial Planning, 2014, CERTIFIED FINANCIAL PLANNER™ professional
- The Institute for Divorce Financial Analysts, 2008, Certified Divorce Financial Analyst®
- Series 7 and Series 66 registrations
- Minnesota State University, Moorhead, 2004, Marketing and Business Administration
Click here to view Curriculum Vitae