Patrick Olson, Cfp®
AeroLeads people directory · profile

Patrick Olson, Cfp® Email & Phone Number

Financial Planner at Fortune Financial
Location: Minneapolis, Minnesota, United States 7 work roles 3 schools
1 work email found @fortunefin.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@fortunefin.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fortune Financial
Role
Financial Planner
Location
Minneapolis, Minnesota, United States
Company size
28 employees

Who is Patrick Olson, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Patrick Olson, Cfp® is listed as Financial Planner at Fortune Financial, a with 28 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at fortunefin.com and a matched LinkedIn profile for Patrick Olson, Cfp®.

Patrick Olson, Cfp® previously worked as Financial Planner, Associate to Founding Partner Gaylen J. Harms at Fortune Financial and Vice-Chairman (New Membership): Active Member at Financial Planning Association. Patrick Olson, Cfp® holds Cfp Certificate / Past Exam July 2013, Finance And Financial Management Services from University Of Saint Thomas.

Company email context

Email format at Fortune Financial

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

*@fortunefin.com
71% confidence

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

View email format View company profile Management contacts
Profile bio

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.*

Listed skills include Strategic Fee Based Financial Planning, Estate Planning, Business Planning, Investment Management, and 5 others.

Current workplace

Patrick Olson, Cfp®'s current company

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

Fortune Financial
Fortune Financial
Financial Planner
hopkins, minnesota, united states
Website
fortunefin.com
Employees
28
AeroLeads page
Company profile
View company profile Email format
7 roles · 28 years

Patrick Olson, Cfp® work experience

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

Financial Planner, Associate To Founding Partner Gaylen J. Harms

Current
Fortune Financial

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.

2013 - Present ~13 yrs 7 mos

Director Of Financial Planning

Mid American Financial Group

Greater Minneapolis-St. Paul Area

2008 - 2013 ~5 yrs

Group Disability Management

The Hartford
2004 - 2006 ~2 yrs

Information Technology Department

Syngenta

Greater Minneapolis-St. Paul Area

2001 - 2002 ~1 yr

Information Technology Department

Banner Engineering

Greater Minneapolis-St. Paul Area

1999 - 2000 ~1 yr
Team & coworkers

Colleagues at Fortune Financial

Other employees you can reach at fortunefin.com. View company contacts for 28 employees →

MJ Mary Johnson Mary Johnson Colleague at Fortune FinancialChanhassen, Minnesota, United States View → KS Kristin Strom, Aif® Kristin Strom, Aif® Colleague at Fortune FinancialHopkins, Minnesota, United States View → GL Graham Low Graham Low Colleague at Fortune FinancialGreater Minneapolis-St. Paul Area, United States View → WJ Wan John Wan John Colleague at Fortune FinancialBeijing, China View → AS Aimee Speier Aimee Speier Colleague at Fortune FinancialGreater Minneapolis-St. Paul Area, United States View → JF Jon Freeze Jon Freeze Colleague at Fortune FinancialHaven, Kansas, United States View → KN Kunduru Nagender Kunduru Nagender Colleague at Fortune FinancialHyderabad, Telangana, India View → JB Jade Black Jade Black Colleague at Fortune FinancialHopkins, Minnesota, United States View → CP Colette Pooley Colette Pooley Colleague at Fortune FinancialUnited States View → CC Chad Colpitts Chad Colpitts Colleague at Fortune FinancialWeymouth, Massachusetts, United States View →
3 education records

Patrick Olson, Cfp® education

Cfp Certificate / Past Exam July 2013, Finance And Financial Management Services

University Of Saint Thomas

•Certificate in Financial Planning: Fundamentals of Financial Planning and Insurance •Certificate in Financial Planning: Investments.

General Studies, General Studies

Mounds View
FAQ

Frequently asked questions about Patrick Olson, Cfp®

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

What company does Patrick Olson, Cfp® work for?

Patrick Olson, Cfp® works for Fortune Financial.

What is Patrick Olson, Cfp®'s role at Fortune Financial?

Patrick Olson, Cfp® is listed as Financial Planner at Fortune Financial.

What is Patrick Olson, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fortunefin.com for Patrick Olson, Cfp® at Fortune Financial.

Where is Patrick Olson, Cfp® based?

Patrick Olson, Cfp® is based in Minneapolis, Minnesota, United States while working with Fortune Financial.

What companies has Patrick Olson, Cfp® worked for?

Patrick Olson, Cfp® has worked for Fortune Financial, Financial Planning Association, Mid American Financial Group, Thrivent Financial For Lutherans, and The Hartford.

Who are Patrick Olson, Cfp®'s colleagues at Fortune Financial?

Patrick Olson, Cfp®'s colleagues at Fortune Financial include Mary Johnson, Kristin Strom, Aif®, Graham Low, Wan John, and Aimee Speier.

How can I contact Patrick Olson, Cfp®?

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

What schools did Patrick Olson, Cfp® attend?

Patrick Olson, Cfp® holds Cfp Certificate / Past Exam July 2013, Finance And Financial Management Services from University Of Saint Thomas.

What skills is Patrick Olson, Cfp® known for?

Patrick Olson, Cfp® is listed with skills including Strategic Fee Based Financial Planning, Estate Planning, Business Planning, Investment Management, Tailored Asset Allocation, Needs Analysis, Retirement Savings, and Education Savings.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.