Patrick Olson, Cfp®

Patrick Olson, Cfp® Email and Phone Number

Financial Planner @ Fortune Financial
hopkins, minnesota, united states
Patrick Olson, Cfp®'s Location
Minneapolis, Minnesota, United States, United States
Patrick Olson, Cfp®'s Contact Details

Patrick Olson, Cfp® work email

Patrick Olson, Cfp® personal email

About Patrick Olson, Cfp®

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.*

Patrick Olson, Cfp®'s Current Company Details
Fortune Financial

Fortune Financial

View
Financial Planner
hopkins, minnesota, united states
Website:
fortunefin.com
Employees:
28
Patrick Olson, Cfp® Work Experience Details
  • Fortune Financial
    Financial Planner, Associate To Founding Partner Gaylen J. Harms
    Fortune Financial 2013 - Present
    Greater Minneapolis-St. Paul Area
    Phone: (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.
  • Financial Planning Association
    Vice-Chairman (New Membership): Active Member
    Financial Planning Association 2011 - 2014
    Greater Minneapolis-St. Paul Area
  • Mid American Financial Group
    Director Of Financial Planning
    Mid American Financial Group 2008 - 2013
    Greater Minneapolis-St. Paul Area
  • Thrivent Financial For Lutherans
    Financial Advisor
    Thrivent Financial For Lutherans 2006 - 2008
  • The Hartford
    Group Disability Management
    The Hartford 2004 - 2006
  • Syngenta
    Information Technology Department
    Syngenta 2001 - 2002
    Greater Minneapolis-St. Paul Area
  • Banner Engineering
    Information Technology Department
    Banner Engineering 1999 - 2000
    Greater Minneapolis-St. Paul Area

Patrick Olson, Cfp® Skills

Strategic Fee Based Financial Planning Estate Planning Business Planning Investment Management Tailored Asset Allocation Needs Analysis Retirement Savings Education Savings Insurance Needs

Patrick Olson, Cfp® Education Details

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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