Patrick Olson, Cfp® Email and Phone Number
Patrick Olson, Cfp® work email
- Valid
Patrick Olson, Cfp® personal email
- Valid
Phone: (952) 908-2522 - Patrick.Olson@FortuneFin.comOur team is made up of founding Partner Gaylen Harms, Associate Patrick Olson and Client Manager Jessica Garcia. Our team mission is to deliver financial clarification through a personalized process and an honest interest in our clients' evolving circumstances. We provide individuals, families and business owners assistance understanding what means most to them. With this understanding, our financial experience and the assembled resources; we are able to personalize financial strategies that will integrate our clients’ individual goals and objectives. Our understanding of the ever changing financial environment has shown us that the best way to help realize financial success is to appreciate your current situation and develop a list of actionable strategies, which are flexible to reflect your changing needs, fluctuating economic conditions and tax-law changes.*
Fortune Financial
View- Website:
- fortunefin.com
- Employees:
- 28
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Financial Planner, Associate To Founding Partner Gaylen J. HarmsFortune Financial 2013 - PresentGreater Minneapolis-St. Paul AreaPhone: (952) 908-2522 - Patrick.Olson@FortuneFin.comSecurities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. North Star Resource Group is independently owned and operated. Fortune Financial is affiliated with North Star Resource Group and is independently owned and operated. Patrick is a registered representative and investment advisor representative of Securian Financial Services, Inc. 2701 University Ave SE, Minneapolis, MN 55414www.FINRA.org | www.SIPC.org.*Financial Advisors do not provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific tax or legal situation. -
Vice-Chairman (New Membership): Active MemberFinancial Planning Association 2011 - 2014Greater Minneapolis-St. Paul Area -
Director Of Financial PlanningMid American Financial Group 2008 - 2013Greater Minneapolis-St. Paul Area
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Financial AdvisorThrivent Financial For Lutherans 2006 - 2008 -
Group Disability ManagementThe Hartford 2004 - 2006 -
Information Technology DepartmentSyngenta 2001 - 2002Greater Minneapolis-St. Paul Area -
Information Technology DepartmentBanner Engineering 1999 - 2000Greater Minneapolis-St. Paul Area
Patrick Olson, Cfp® Skills
Patrick Olson, Cfp® Education Details
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Finance And Financial Management Services -
Dean'S List -
Mounds ViewGeneral Studies
Frequently Asked Questions about Patrick Olson, Cfp®
What company does Patrick Olson, Cfp® work for?
Patrick Olson, Cfp® works for Fortune Financial
What is Patrick Olson, Cfp®'s role at the current company?
Patrick Olson, Cfp®'s current role is Financial Planner.
What is Patrick Olson, Cfp®'s email address?
Patrick Olson, Cfp®'s email address is pm****@****ail.com
What schools did Patrick Olson, Cfp® attend?
Patrick Olson, Cfp® attended University Of Saint Thomas, Minnesota State University, Mankato, Mounds View.
What are some of Patrick Olson, Cfp®'s interests?
Patrick Olson, Cfp® has interest in Handyman Work, Economic Empowerment, Traveling, Snowboarding, Live Music, Golf.
What skills is Patrick Olson, Cfp® known for?
Patrick Olson, Cfp® has skills like Strategic Fee Based Financial Planning, Estate Planning, Business Planning, Investment Management, Tailored Asset Allocation, Needs Analysis, Retirement Savings, Education Savings, Insurance Needs.
Who are Patrick Olson, Cfp®'s colleagues?
Patrick Olson, Cfp®'s colleagues are Wan John, Colette Pooley, Joe L. Reyes, Larry Altman, Chad Colpitts, Graham Low, Kunduru Nagender.
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