Kyle Olson, Cfp®, Chfc®
AeroLeads people directory · profile

Kyle Olson, Cfp®, Chfc® Email & Phone Number

Principal at CAPTRUST
Location: Greater Minneapolis-St. Paul Area, United States 3 work roles 1 school
1 work email found @qainvest.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email k****@qainvest.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CAPTRUST
Role
Principal
Location
Greater Minneapolis-St. Paul Area, United States
Company size
621 employees

Who is Kyle Olson, Cfp®, Chfc®? Overview

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Quick answer

Kyle Olson, Cfp®, Chfc® is listed as Principal at CAPTRUST, a with 621 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at qainvest.com and a matched LinkedIn profile for Kyle Olson, Cfp®, Chfc®.

Kyle Olson, Cfp®, Chfc® previously worked as Principal and wealth management advisor at Captrust and Managing Director / Wealth Management Advisor at Qa Wealth Management. Kyle Olson, Cfp®, Chfc® holds Bs, Finance from North Park University.

Company email context

Email format at CAPTRUST

This section adds company-level context without repeating Kyle Olson, Cfp®, Chfc®'s masked contact details.

*@qainvest.com
68% confidence

AeroLeads found 1 current-domain work email signal for Kyle Olson, Cfp®, Chfc®. Compare company email patterns before reaching out.

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Profile bio

About Kyle Olson, Cfp®, Chfc®

Kyle Olson is a principal and wealth management financial advisor based in Minnetonka, MN.Kyle joined CAPTRUST in 2023 from QA Wealth Management. He has been in the industry since 2001, working directly with high-net-worth clients, including many tax, audit, and consulting professionals, developing a deep knowledge of how to address their unique needs. Kyle holds a Bachelor of Science degree in finance from North Park University in Chicago. He also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®).

Current workplace

Kyle Olson, Cfp®, Chfc®'s current company

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

CAPTRUST
Captrust
Principal
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
AeroLeads page
Company profile
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3 roles · 26 years

Kyle Olson, Cfp®, Chfc® work experience

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

Principal And Wealth Management Advisor

Current
Captrust

Minnetonka, Minnesota, United States

Apr 2023 - Present

Managing Director / Wealth Management Advisor

Qa Wealth Management
2010 - Oct 2024

Financial Planner / Investment Advisor

Sagepoint Financial

Greater Minneapolis-St. Paul Area

2001 - 2010 ~9 yrs
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

GK George Kroustalis George Kroustalis Colleague at CaptrustCharlotte, North Carolina, United States View → MH Mark Huffman, Cfp® Mark Huffman, Cfp® Colleague at CaptrustSacramento, California, United States View → MC Marc Casiano Marc Casiano Colleague at CaptrustCary, North Carolina, United States View → TS Tom Spohn, Cfp® Tom Spohn, Cfp® Colleague at CaptrustNew York, United States View → MP Marcel Plomteaux, Cfp® Marcel Plomteaux, Cfp® Colleague at CaptrustRoseville, California, United States View → EM Erik Milam, Cfp®, Ceft, Rlp Erik Milam, Cfp®, Ceft, Rlp Colleague at CaptrustNashville Metropolitan Area, United States View → CW Cheryl Wickham Cheryl Wickham Colleague at CaptrustRaleigh, North Carolina, United States View → BR Brett Reardon, Cima®, Cpfa Brett Reardon, Cima®, Cpfa Colleague at CaptrustSouthfield, Michigan, United States View → TE Timothy Egan Timothy Egan Colleague at CaptrustGreater Chicago Area, United States View → WG Will Gabri, Cfp® Will Gabri, Cfp® Colleague at CaptrustSacramento, California, United States View →
1 education record

Kyle Olson, Cfp®, Chfc® education

FAQ

Frequently asked questions about Kyle Olson, Cfp®, Chfc®

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

What company does Kyle Olson, Cfp®, Chfc® work for?

Kyle Olson, Cfp®, Chfc® works for CAPTRUST.

What is Kyle Olson, Cfp®, Chfc®'s role at CAPTRUST?

Kyle Olson, Cfp®, Chfc® is listed as Principal at CAPTRUST.

What is Kyle Olson, Cfp®, Chfc®'s email address?

AeroLeads has found 1 work email signal at @qainvest.com for Kyle Olson, Cfp®, Chfc® at CAPTRUST.

Where is Kyle Olson, Cfp®, Chfc® based?

Kyle Olson, Cfp®, Chfc® is based in Greater Minneapolis-St. Paul Area, United States while working with CAPTRUST.

What companies has Kyle Olson, Cfp®, Chfc® worked for?

Kyle Olson, Cfp®, Chfc® has worked for Captrust, Qa Wealth Management, and Sagepoint Financial.

Who are Kyle Olson, Cfp®, Chfc®'s colleagues at CAPTRUST?

Kyle Olson, Cfp®, Chfc®'s colleagues at CAPTRUST include George Kroustalis, Mark Huffman, Cfp®, Marc Casiano, Tom Spohn, Cfp®, and Marcel Plomteaux, Cfp®.

How can I contact Kyle Olson, Cfp®, Chfc®?

You can use AeroLeads to view verified contact signals for Kyle Olson, Cfp®, Chfc® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Kyle Olson, Cfp®, Chfc® attend?

Kyle Olson, Cfp®, Chfc® holds Bs, Finance from North Park University.

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