Dave Olesen

Dave Olesen Email and Phone Number

Partner and Wealth Manager @ Midwest Wealth Management
Roselle, IL, US
Dave Olesen's Location
Roselle, Illinois, United States, United States
Dave Olesen's Contact Details

Dave Olesen personal email

n/a
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.

Dave Olesen's Current Company Details
Midwest Wealth Management

Midwest Wealth Management

View
Partner and Wealth Manager
Roselle, IL, US
Website:
planwisely.com
Employees:
19
Dave Olesen Work Experience Details
  • Midwest Wealth Management
    Partner And Wealth Manager
    Midwest Wealth Management
    Roselle, Il, Us
    View
  • Midwest Wealth Management
    Partner/Wealth Manager
    Midwest Wealth Management Jan 2005 - Present
    Greater Chicago Area
    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.
  • Edward Jones
    Investment Representative
    Edward Jones Apr 2000 - Dec 2004

Dave Olesen Skills

Retirement Planning Investments Mutual Funds Insurance Strategic Financial Planning Financial Advisory Commodity Markets Estate Planning Small Business

Dave Olesen Education Details

Frequently Asked Questions about Dave Olesen

What company does Dave Olesen work for?

Dave Olesen works for Midwest Wealth Management

What is Dave Olesen's role at the current company?

Dave Olesen's current role is Partner and Wealth Manager.

What is Dave Olesen's email address?

Dave Olesen's email address is da****@****lpl.com

What is Dave Olesen's direct phone number?

Dave Olesen's direct phone number is +163099*****

What schools did Dave Olesen attend?

Dave Olesen attended University Of Iowa.

What skills is Dave Olesen known for?

Dave Olesen has skills like Retirement Planning, Investments, Mutual Funds, Insurance, Strategic Financial Planning, Financial Advisory, Commodity Markets, Estate Planning, Small Business.

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