Spencer Olson Email & Phone Number
Founder @ Independent Choice Financial Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Spencer Olson Location
- Denver, CO, US
Spencer Olson Work
- 2015 -now Founder @
- 2015 -now LPL Financial Advisor @
- 2014 -2015 LPL Registered Administrative Assistant @
- 2010 -2014 Member Service Supervisor @
- 2003 -2010 Branch Manager and Universal Banker @
Spencer Olson Education
- National Association of Plan Advisors
Certified Plan Fiduciary Advisor (Finance and Financial Management Services)
2019 - University of Northern Colorado
Bachelor’s Degree (Business Administration, Finance)
1999-2003
Spencer Olson Skills
- Wealth Management
- Managed Money
- 401k
- Fixed Annuities
- Mutual Funds
- Medicare
- Life Insurance
- Brokerage
- Stock Management
- Term Life Insurance
- Whole Life
- Long-term Care
- Retirement Planning
- Insurance
- Investment Strategies
- Portfolio Management
- Alternative Investments
- Asset Allocation
- Investment Advisory
- Financial Services
- Securities
- Life Transitions
- Certified Plan Fiduciary Advisor
- Indexed Annuities
- Variable Annuities
- Medicare Advantage
- Medicare Supplements
- Retirement Services
- Long Term Care Insurance
- Stocks
- Equity Indexed Annuities
- Wealth Management Services
- Medicare Part D
- Insurance Brokerage
- Retirement Savings
- Retirement Income Strategies
- Income Protection
- Strategic Finance
- Rebalancing
- Investment Policy
- College Education Planning
- Income for Life
- Guaranteed Lifetime Income
- Estate Preservation
- Multi-generational Planning
- IRAs
- ETFs
- Series 7
- Series 66
- 401k Rollovers
- Annuity Sales
- Sales
- Finance
- Multi Generational Planning
- Microsoft Office
- Training
- Customer Service
- Long Term Care
- Financial Analysis
- Project Management
Spencer Olson Summary
- Spencer Olson, based in Denver, CO, US, is currently a Founder at Independent Choice Financial Group. Spencer Olson brings experience from previous roles at LPL Financial, Credit Union of Colorado and First National Bank of Omaha. Spencer Olson holds a Certified Plan Fiduciary Advisor in Finance and Financial Management Services @ National Association of Plan Advisors. With a robust skill set that includes Wealth Management, Managed Money, 401k, Fixed Annuities, Mutual Funds and more. Spencer Olson has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Spencer Olson?
Find contact details for 700 million professionals.
Top Independent Choice Financial Group Employees
Spencer Olson
Founder
Denver, CO, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co