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Dave Olesen Email & Phone Number
Partner and Wealth Manager
at
Midwest Wealth Management
1 work email found
@lpl.com
4 phones found area 630, 847, and 631
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Wealth Manager
Location
Roselle, Illinois, United States
Company size
Who is Dave Olesen? Overview
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Quick answer
Dave Olesen is listed as Partner and Wealth Manager at Midwest Wealth Management, a with 19 employees, based in Roselle, Illinois, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 630, 847, 631, and a matched LinkedIn profile for Dave Olesen.
Dave Olesen previously worked as Partner/Wealth Manager at Midwest Wealth Management and Investment Representative at Edward Jones. Dave Olesen studied at University Of Iowa.
Company email context
Email format at Midwest Wealth Management
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dolesen@lpl.com
76% confidence
AeroLeads found 1 current-domain work email signal for Dave Olesen. Compare company email patterns before reaching out.
Profile bio
About Dave Olesen
I work diligently with my clients, to simplify planning and investing so they can enjoy life and live confidently. My personal goal is to provide my client with guidance that can help them understand and better define their financial goals. I work hard with my clients and their families to build a mutually beneficial and long-term relationship based on respect and trust.Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Securities offered through LPL Financial. Member FINRA/SIPC. The investment advisor representative of NewEdge Advisors, LLC is also a registered representative of LPL Financial, Member FINRA/SIPC. NewEdge Advisors, LLC and Midwest Wealth Management are separate entities from LPL Financial. Investment advisory services are only offered to clients where NewEdge Advisors, LLC doing business as Midwest Wealth Management and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Midwest Wealth Management unless a client service agreement is in place.Third party posts found on this profile do not reflect the views of LPL Financial or NewEdge Advisors, LLC and have not been reviewed by either entity for accuracy or completeness.
Listed skills include Retirement Planning, Investments, Mutual Funds, Insurance, and 5 others.
Current workplace
Dave Olesen's current company
Company context helps verify the profile and gives searchers a useful next step.
Midwest Wealth Management
3 roles
Dave Olesen work experience
A career timeline built from the work history available for this profile.
Partner/Wealth Manager
Current
Midwest Wealth Management
As an independent advisor through LPL Financial, I am able to choose from a broad array of investment and insurance products to match clients with what is appropriate for them. It is this independent approach, along with our integrity and commitment to personal attention that allows Midwest Wealth Management to help our clients make complex financial decisions, and ultimately help them plan for tomorrow.
Jan 2005 - Present
Investment Representative
Edward Jones
Apr 2000 - Dec 2004
1 education record
Dave Olesen education
FAQ
Frequently asked questions about Dave Olesen
Quick answers generated from the profile data available on this page.
What company does Dave Olesen work for?
Dave Olesen works for Midwest Wealth Management.
What is Dave Olesen's role at Midwest Wealth Management?
Dave Olesen is listed as Partner and Wealth Manager at Midwest Wealth Management.
What is Dave Olesen's email address?
AeroLeads has found 1 work email signal at @lpl.com for Dave Olesen at Midwest Wealth Management.
What is Dave Olesen's phone number?
AeroLeads has found 4 phone signal(s) with area code 630, 847, 631 for Dave Olesen at Midwest Wealth Management.
Where is Dave Olesen based?
Dave Olesen is based in Roselle, Illinois, United States while working with Midwest Wealth Management.
What companies has Dave Olesen worked for?
Dave Olesen has worked for Midwest Wealth Management and Edward Jones.
How can I contact Dave Olesen?
You can use AeroLeads to view verified contact signals for Dave Olesen at Midwest Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Dave Olesen attend?
Dave Olesen studied at University Of Iowa.
What skills is Dave Olesen known for?
Dave Olesen is listed with skills including Retirement Planning, Investments, Mutual Funds, Insurance, Strategic Financial Planning, Financial Advisory, Commodity Markets, and Estate Planning.
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