Nicholas Olesen's Location
King of Prussia, PA, US
Nicholas Olesen's Work
- Principal @ Kathmere Capital Management
- Partner and Private Wealth Manager @ Olesen Wealth Management / The Philadelphia Group
- Financial Advisor, Chartered Retirement Planning Counselor @ Financial Services Company
- Junior Associate @ Corporate Financial Advisors, LLC
Nicholas Olesen's Education
- JMU College of Business
Bachelor of Science (Economics)
- The University of Chicago Booth School of Business
Certified Private Wealth Advisor ® Certification
2017 - 2018 - College for Financial Planning
Certified Financial Planner Certfication Program (Financial Planning)
2010 - 2011
Nicholas Olesen's Skills
- Certified Financial Planner
- Financial Planners
- Personal Financial Planning
- Wealth Management Services
- Strategic Financial Planning
- Strategy
- High Net Worth Individuals
- Investment Advisory
- Holistic Financial Planning
- Retirement Plan Consulting
Nicholas Olesen's Summary
Nicholas Olesen, based in King of Prussia, PA, US, is currently a Principal at Kathmere Capital Management, bringing experience from previous roles at Olesen Wealth Management / The Philadelphia Group, Ameriprise Financial Services, Inc. and Corporate Financial Advisors. Nicholas Olesen holds a Bachelor of Science in Economics @ JMU College of Business. With a robust skill set that includes Certified Financial Planner, Financial Planners, Personal Financial Planning, Wealth Management Services, Strategic Financial Planning and more, Nicholas Olesen contributes valuable insights to the industry. Nicholas Olesen has 3 emails on RocketReach.
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Top Kathmere Capital Management Employees
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Kevin McDermott
Principal, Senior Wealth Advisor at Kathmere Capital Management
Newtown Square, PA, US23 -
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ViewBrian Lynch
Senior Vice President, Wealth Management at Kathmere Capital Management
King of Prussia, Pennsylvania, United States42 -
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Justin Kullmann
Wealth Management Associate at Kathmere Capital Management
Philadelphia, PA, US1 -
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Grant Boyle
Retirement Plan Advisor at Kathmere Capital Management
Doylestown, Pennsylvania, United States12 -
ViewBrian Todaro
Wealth Management Associate at Kathmere Capital Management
Springfield, Pennsylvania, United States1
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