Olson Wealth Group Information

View Top Employees from Olson Wealth Group

Olson Wealth Group is a private, multi-family office, wealth and investment management firm focused on multi-generational planning and education, family cohesion, and unified mission and values.

Website	https://www.olsonwealthgroup.com
Revenue	$5 million
Employees	8 (5 on RocketReach)
Founded	1982
Address	8500 Normandale Lake Blvd Suite 970, Bloomington, Minnesota 55437, US
Phone	+1 952-835-1797
Fax	(952) 921-2181
Technologies	JavaScript , HTML , PHP +9 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Multi Family Office, Wealth Management, Multigenerational Planning, Family Office Services, Investment Management, Investment Advisory, Family Governance, Financial Planning, Portfolio Management, Wealth Preservation, Financial Advisory, Asset Allocation, Wealth Transfer, Estate Planning, Legacy Planning, Risk Management, Retirement Planning, Tax Planning, Financial Education, Philanthropic Planning
Competitors	Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, Wells Fargo Advisors +33 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies

Olson Wealth Group Questions

What is the annual revenue of Olson Wealth Group?

The Olson Wealth Group annual revenue was $5 million in 2026.

Who is the Founder and President of Olson Wealth Group?

Sharon Olson is the Founder and President of Olson Wealth Group.

How many people are employed at Olson Wealth Group?

5 people are employed at Olson Wealth Group.

Where is Olson Wealth Group based?

Olson Wealth Group is based in Bloomington, Minnesota.

What is the NAICS code for Olson Wealth Group?

The NAICS codes for Olson Wealth Group are [52, 5239, 52393, 523].

What is the SIC code for Olson Wealth Group?

The SIC codes for Olson Wealth Group are [628, 62].

Top Olson Wealth Group Employees

Sharon Olson

Founder and President at Olson Wealth Group

Minneapolis, MN, US
2
- olsonwealthgroup.com
- gmail.com
4
- +1 612-237-XXXX
- +1 612-812-XXXX
- +1 239-825-XXXX
- +1 763-232-XXXX
Nicole Scanlon

Managing Director, Wealth Management at Olson Wealth Group

Minneapolis, MN, US
4
- olsonwealthgroup.com
- gmail.com
- yahoo.com
- morganstanley.com
5
- +1 612-805-XXXX
- +1 949-235-XXXX
- +1 605-336-XXXX
- +1 612-655-XXXX
- +1 605-366-XXXX
Dale Skogstad

Managing Director at Olson Wealth Group

Minneapolis, MN, US
2
- olsonwealthgroup.com
- gmail.com
2
- +1 651-341-XXXX
- +1 952-921-XXXX
Courtney McClimon

Director of Operations at Olson Wealth Group

Saint Paul, MN, US
3
- olsonwealthgroup.com
- lafitness.com
- psm-marketing.com
4
- +51 1 344XXXX
- +1 515-967-XXXX
- +1 515-490-XXXX
- +1 515-720-XXXX
Krista Winograd

Director of Inspired Life at Olson Wealth Group

Minneapolis, MN, US
2
- olsonwealthgroup.com
- yahoo.com
3
- +1 626-309-XXXX
- +1 866-678-XXXX
- +1 763-639-XXXX