Patrick Olson Email & Phone Number
Financial Planner, Associate to Founding Partner Gaylen J. Harms @ Fortune Financial
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Patrick Olson Location
- Minneapolis, MN, US
Patrick Olson Work
- 2013 -now Financial Planner, Associate to Founding Partner Gaylen J. Harms @
- 2011 -2014 Vice-Chairman (New Membership): Active Member @
- 2008 -2013 Director of Financial Planning @ Mid American Financial Group
- 2006 -2008 Financial Advisor @
- 2004 -2006 Group Disability Management @
- 2001 -2002 Information Technology Department @
- 1999 -2000 Information Technology Department @
Patrick Olson Education
- University of St. Thomas
CFP Certificate / Past Exam July 2013 (Finance and Financial Management Services)
2012-2013 - Minnesota State University, Mankato
Economics (Finance / Marketing; Computer Science)
1999-2004 - Mounds View
General Studies (General Studies)
1994-1998
Patrick Olson Skills
- Estate Planning
- Education Savings
- Insurance Needs
- Business Planning
- Tailored Asset
- Strategic Fee Based
- Needs Analysis
- Retirement Savings
- Services
- Tailored Asset Allocation
- Securities
- Investment Management
- Strategic Fee Based Financial Planning
Patrick Olson Summary
- Patrick Olson, based in Minneapolis, MN, US, is currently a Financial Planner, Associate to Founding Partner Gaylen J. Harms at Fortune Financial. Patrick Olson brings experience from previous roles at Financial Planning Association, Mid American Financial Group, Thrivent Financial for Lutherans and The Hartford. Patrick Olson holds a 2012 - 2013 CFP Certificate / Past Exam July 2013 in Finance and Financial Management Services @ University of St. Thomas. With a robust skill set that includes Estate Planning, Education Savings, Insurance Needs, Business Planning, Tailored Asset and more. Patrick Olson has 2 emails and 2 mobile phone numbers on RocketReach.
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