Nathan Olsen

Nathan Olsen Email and Phone Number

Financial Advisor | Retirement | Wealth Transfer @ ClearStep Financial
Nathan Olsen's Location
Greater Milwaukee, United States, United States
Nathan Olsen's Contact Details

Nathan Olsen personal email

n/a

Nathan Olsen phone numbers

About Nathan Olsen

Nathan has experience helping clients through a wide array of markets and planning strategies. He has seen the industry change and is committed to his clients and their needs. Taking the long-term approach, Nathan helps his clients every step of their financial planning journey, from wealth accumulation to wealth preservation, to the transfer to the next generation. As a financial planner, Nathan’s goal is to make sure that his clients and their future generations are secure in their financial futureNathan graduated with a Bachelor of Business Administration Degree with a concentration in Finance and Economics from the University of Oregon. While not in the office, you will most likely find Nathan at a nearby basketball court or playing disc golf with friends. Nathan is also a big traveler, and he has enjoyed sailing around Thailand and taking a train to 15 European Countries in 14 days. Nathan loves to find ways to see new places while sticking to his budget. Areas of Focus*Working with young professionals who are just getting started with their financial planning*Financial advice, plan implementation, & evaluation for individuals, families, & business owners*Helping in the transfer of wealth from one generation to the next*401(k) retirement plan implementation & advisingSecurities and Advisory Services offered through Harbour Investments Inc.Securities Licensed in CA, FL, MN, NY, & WIMember SIPC_________________________________________________

Nathan Olsen's Current Company Details
ClearStep Financial

Clearstep Financial

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Financial Advisor | Retirement | Wealth Transfer
Nathan Olsen Work Experience Details
  • Clearstep Financial
    Financial Advisor
    Clearstep Financial Nov 2021 - Present
    Greenfield, Wi, Us
  • Edward Jones
    Financial Advisor
    Edward Jones May 2020 - Apr 2021
    St. Louis, Mo, Us
  • Edward Jones
    Financial Advisor Career Development
    Edward Jones Dec 2019 - May 2020
    St. Louis, Mo, Us
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jun 2019 - Aug 2019
    Milwaukee, Wi, Us
  • Glaisyers Solicitors Llp
    Marketing And Business Development Intern
    Glaisyers Solicitors Llp Jun 2018 - Aug 2018
    Manchester, Lancashire, Gb
  • Thrivent Financial
    Summer Intern
    Thrivent Financial Aug 2017 - Sep 2017

Nathan Olsen Skills

Public Speaking Team Leadership Website Development Research Powerpoint

Nathan Olsen Education Details

  • University Of Oregon
    University Of Oregon
    Business Administration And Management/Finance And Economics
  • Kettle Moraine High Shcool
    Kettle Moraine High Shcool
    Finance

Frequently Asked Questions about Nathan Olsen

What company does Nathan Olsen work for?

Nathan Olsen works for Clearstep Financial

What is Nathan Olsen's role at the current company?

Nathan Olsen's current role is Financial Advisor | Retirement | Wealth Transfer.

What is Nathan Olsen's email address?

Nathan Olsen's email address is na****@****ual.com

What is Nathan Olsen's direct phone number?

Nathan Olsen's direct phone number is +192065*****

What schools did Nathan Olsen attend?

Nathan Olsen attended University Of Oregon, Kettle Moraine High Shcool.

What are some of Nathan Olsen's interests?

Nathan Olsen has interest in Management, Children, Economic Empowerment, Investing, Marketing, Environment, Basketball, Sports Business.

What skills is Nathan Olsen known for?

Nathan Olsen has skills like Public Speaking, Team Leadership, Website Development, Research, Powerpoint.

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