Spencer Olson Email & Phone Number
Founder @ Independent Choice Financial Group
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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
- University of Northern Colorado
Bachelor’s Degree (Business Administration, Finance)
1999-2003 - National Association of Plan Advisors
Certified Plan Fiduciary Advisor (Finance and Financial Management Services)
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 1999 - 2003 Bachelor’s Degree in Business Administration, Finance @ University of Northern Colorado. 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.
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