Chad Olson Email & Phone Number
Partner and Private Wealth Manager @ Creative Planning
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Chad Olson Location
- Wayzata, MN, US
Chad Olson Work
- Partner and Private Wealth Manager @ (January 2026 - Present)
- Wealth Advisor @ (November 2019 - March 2026)
- Financial Advisor @ (September 2016 - November 2019)
- Mortgage Banker @ (June 2013 - August 2016)
- Mortgage Banker @ (January 2006 - June 2013)
- Mortgage Banker @ GMAC Mortgage (January 2005 - January 2006)
Chad Olson Education
- St. Cloud State University
(Community Development)
Chad Olson Skills
- Loans
- Underwriting
- Mortgage Lending
- Mortgage Banking
- Investors
- Credit
- Credit Analysis
- Investment Properties
- Real Estate
- FHA
- Refinance
- Financial Analysis
- Finance
- VA loans
- FHA financing
- First Time Home Buyers
- Residential Homes
- Loan Origination
- Selling
- Sales
- Strategic Planning
- Services
- Microsoft Excel
- Series 7
- Financial Services
- Mortgage
- Customer Service
- Public Speaking
Chad Olson Summary
- Chad Olson, based in Wayzata, MN, US, is currently a Partner and Private Wealth Manager at Creative Planning. Chad Olson brings experience from previous roles at SageView Advisory Group, RBC Wealth Management, Bell Mortgage, a Division of Bell State Bank & Trust and Prime Mortgage. Chad Olson holds a St. Cloud State University. With a robust skill set that includes Loans, Underwriting, Mortgage Lending, Mortgage Banking, Investors and more. Chad Olson has 2 emails and 2 mobile phone numbers on RocketReach.
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