Chad K. Olson
AeroLeads people directory · profile

Chad K. Olson Email & Phone Number

Partner and Private Wealth Manager at Creative Planning
Location: Wayzata, Minnesota, United States 6 work roles 1 school
1 work email found @sageviewadvisory.com 4 phones found area 952 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email c****@sageviewadvisory.com
Direct phone (952) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Partner and Private Wealth Manager
Location
Wayzata, Minnesota, United States
Company size
1946 employees

Who is Chad K. Olson? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Chad K. Olson is listed as Partner and Private Wealth Manager at Creative Planning, a company with 1946 employees, based in Wayzata, Minnesota, United States. AeroLeads shows a work email signal at sageviewadvisory.com, phone signal with area code 952, and a matched LinkedIn profile for Chad K. Olson.

Chad K. Olson previously worked as Wealth Advisor at Sageview Advisory Group and Financial Advisor at Rbc Wealth Management. Chad K. Olson studied at St. Cloud State University.

Company email context

Email format at Creative Planning

This section adds company-level context without repeating Chad K. Olson's masked contact details.

{first_initial}{last}@sageviewadvisory.com
86% confidence

AeroLeads found 1 current-domain work email signal for Chad K. Olson. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Chad K. Olson

Chad K. Olson is a Partner and Private Wealth Manager at Creative Planning. He possess expertise in fha financing, va loans, sales, first time home buyers, loan origination and 19 more skills.

Listed skills include Fha Financing, Va Loans, Sales, First Time Home Buyers, and 20 others.

Current workplace

Chad K. Olson's current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning
Creative Planning
Partner and Private Wealth Manager
Wayzata, MN, US
Website
creativeplanning.com
Employees
1946
AeroLeads page
Company profile
View company profile Email format
6 roles · 21 years

Chad K. Olson work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Sageview Advisory Group

206 Minnetonka Ave S Wayzata, MN 55391

SageView is an independent SEC Registered Investment Advisory (RIA) firm that consults on $150 billion in assets for more than 1200 company retirement plans. We’re headquartered in Newport Beach, California with 25 offices across the country.Advisory services are offered through SAGEVIEW ADVISORY GROUP, LLC, a registered investment advisor. Non-registered.

Nov 2019 - Present

Mortgage Banker

Prime Mortgage

Minneapolis-St. Paul Area

Jan 2006 - Jun 2013

Mortgage Banker

Gmac Mortgage
2005 - 2006 ~1 yr
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

KS Kyle Schrieffer, Cfa®, Cfp® Kyle Schrieffer, Cfa®, Cfp® Colleague at Creative PlanningEden Prairie, Minnesota, United States, United States View → MT Michele Tagney Michele Tagney Colleague at Creative PlanningLa Mesa, California, United States, United States View → CC Collin Clair Collin Clair Colleague at Creative PlanningOverland Park, Kansas, United States, United States View → AY Ashley Young Ashley Young Colleague at Creative PlanningHarrisonville, Missouri, United States, United States View → AA Angie Anderson Cpa Angie Anderson Cpa Colleague at Creative PlanningLeawood, Kansas, United States, United States View → AT Ajaj Tubera Ajaj Tubera Colleague at Creative PlanningMuscat, Masqaţ, Oman, Oman View → RG Ryan Gee Ryan Gee Colleague at Creative PlanningKansas City Metropolitan Area, United States View → KH Kevin Hannibal, Cfp® Kevin Hannibal, Cfp® Colleague at Creative PlanningSt Louis, Missouri, United States, United States View → AV Andrew Vernazza Andrew Vernazza Colleague at Creative PlanningGreater Boston, United States View → HT Helen Tluscik Helen Tluscik Colleague at Creative PlanningOverland Park, Kansas, United States, United States View →
1 education record

Chad K. Olson education

FAQ

Frequently asked questions about Chad K. Olson

Quick answers generated from the profile data available on this page.

What company does Chad K. Olson work for?

Chad K. Olson works for Creative Planning.

What is Chad K. Olson's role at Creative Planning?

Chad K. Olson is listed as Partner and Private Wealth Manager at Creative Planning.

What is Chad K. Olson's email address?

AeroLeads has found 1 work email signal at @sageviewadvisory.com for Chad K. Olson at Creative Planning.

What is Chad K. Olson's phone number?

AeroLeads has found 4 phone signal(s) with area code 952 for Chad K. Olson at Creative Planning.

Where is Chad K. Olson based?

Chad K. Olson is based in Wayzata, Minnesota, United States while working with Creative Planning.

What companies has Chad K. Olson worked for?

Chad K. Olson has worked for Creative Planning, Sageview Advisory Group, Rbc Wealth Management, Bell Mortgage, A Division Of Bell State Bank & Trust, and Prime Mortgage.

Who are Chad K. Olson's colleagues at Creative Planning?

Chad K. Olson's colleagues at Creative Planning include Kyle Schrieffer, Cfa®, Cfp®, Michele Tagney, Collin Clair, Ashley Young, and Angie Anderson Cpa.

How can I contact Chad K. Olson?

You can use AeroLeads to view verified contact signals for Chad K. Olson at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Chad K. Olson attend?

Chad K. Olson studied at St. Cloud State University.

What skills is Chad K. Olson known for?

Chad K. Olson is listed with skills including Fha Financing, Va Loans, Sales, First Time Home Buyers, Loan Origination, Mortgage Banking, Mortgage Lending, and Refinance.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.