Broker Check
Chad Olson, CFP®, CDFA®

Chad Olson, CFP®, CDFA®

Partner, Financial Advisor

Special Strength:  Intuitive nature, connecting and building trust. 

Goal: Fulfilling the interests of each client and educating them through a well-advised financial plan..

Focus: Comprehensive financial planning and divorce financial education

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, joined the AJW Financial team in 2008 and has since earned the Certified Divorce Financial Analyst® and CERTIFIED FINANCIAL PLANNER professional.

Chad's passion is to empower individuals and couples to chart their course towards success. He educates them to uncover goals, craft personalized plans, and comprehend the long-term implications of their choices. Along the way, he supports them in making the necessary adjustments to ensure they reach their desired destination.

"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 for 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

Involvement

  • Minnesota Collaborative Law Institute, member
  • International Academy of Collaborative Professionals, member
  • Daisy Camp, frequent speaker
  • xBrezzo, LLC, partner and co-founder

Click hereto view Curriculum Vitae