Spencer Olson Location
Denver, CO, US
Spencer Olson Work
- 2015 - now Founder @ Independent Choice Financial Group
- 2015 - now LPL Financial Advisor @ LPL Financial
- 2014 - 2015 LPL Registered Administrative Assistant @ LPL Financial
- 2010 - 2014 Member Service Supervisor @ Credit Union of Colorado
- 2003 - 2010 Branch Manager and Universal Banker @ FNBO
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
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.
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Spencer Olson
Founder at Independent Choice Financial Group
Denver, CO, US22
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