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Steve Olafson, Cfp® Email & Phone Number

Vice President, Financial Advisor at CAPTRUST
Location: Omaha, Nebraska, United States 7 work roles 2 schools
1 work email found @captrust.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@captrust.com
LinkedIn Profile matched
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Current company
CAPTRUST
Role
Vice President, Financial Advisor
Location
Omaha, Nebraska, United States
Company size
621 employees

Who is Steve Olafson, Cfp®? Overview

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Quick answer

Steve Olafson, Cfp® is listed as Vice President, Financial Advisor at CAPTRUST, a with 621 employees, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at captrust.com and a matched LinkedIn profile for Steve Olafson, Cfp®.

Steve Olafson, Cfp® previously worked as Senior Wealth Advisor at Frontier Wealth Management and Investment Advisor Representative at Karstens Investment Counsel. Steve Olafson, Cfp® holds Ba, English from Creighton University.

Company email context

Email format at CAPTRUST

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

*@captrust.com
68% confidence

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

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Profile bio

About Steve Olafson, Cfp®

Steve Olafson, Cfp® is a Vice President, Financial Advisor at CAPTRUST.

Current workplace

Steve Olafson, Cfp®'s current company

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

CAPTRUST
Captrust
Vice President, Financial Advisor
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
AeroLeads page
Company profile
View company profile Email format
7 roles

Steve Olafson, Cfp® work experience

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

Vice President, Financial Advisor

Current
Captrust

Omaha, Nebraska, United States

Jul 2022 - Present

Senior Wealth Advisor

Frontier Wealth Management

Omaha, Nebraska, United States

Apr 2020 - Jul 2022

Investment Advisor Representative

Karstens Investment Counsel

Omaha, Ne

May 2008 - Mar 2020

Relationship Manager / Marketing Coordinator

Legent Clearing

Omaha, Ne

Sep 2004 - Apr 2008

Investment Back Office Coordinator - Temporary Position

Lutz Financial Services

Omaha, Ne

Mar 2004 - Jun 2004

Investment & Wealth Management Adminstrator

The Sage Partnership

Edina, Mn

Mar 2002 - Mar 2004

Account Service Representative

American Express Financial Advisors

Minneapolis, Mn

Jun 2000 - Feb 2002
Team & coworkers

Colleagues at CAPTRUST

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

CC Curtis Cunningham, Mba Curtis Cunningham, Mba Colleague at CaptrustRaleigh, North Carolina, United States View → ED Ena Dashi Ena Dashi Colleague at CaptrustPhoenix, Arizona, United States View → TR Traynor Reitmeier Traynor Reitmeier Colleague at CaptrustRaleigh-Durham-Chapel Hill Area, United States View → LM Lisa Mason Lisa Mason Colleague at CaptrustUnited States View → MH Melissa Hayes Melissa Hayes Colleague at CaptrustGarner, North Carolina, United States View → NB Nicole Becker, Mba Nicole Becker, Mba Colleague at CaptrustGreater Colorado Springs Area, United States View → DW David Will David Will Colleague at CaptrustMacungie, Pennsylvania, United States View → TN Trevor Ndhlovu Trevor Ndhlovu Colleague at CaptrustJohannesburg Metropolitan Area, South Africa View → KF Kevin Fieldman Kevin Fieldman Colleague at CaptrustGreater Chicago Area, United States View → MH Monica Holtgrewe Monica Holtgrewe Colleague at CaptrustCharlotte, North Carolina, United States View →
2 education records

Steve Olafson, Cfp® education

Education record

Benilde-St. Margaret'S Hs
FAQ

Frequently asked questions about Steve Olafson, Cfp®

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

What company does Steve Olafson, Cfp® work for?

Steve Olafson, Cfp® works for CAPTRUST.

What is Steve Olafson, Cfp®'s role at CAPTRUST?

Steve Olafson, Cfp® is listed as Vice President, Financial Advisor at CAPTRUST.

What is Steve Olafson, Cfp®'s email address?

AeroLeads has found 1 work email signal at @captrust.com for Steve Olafson, Cfp® at CAPTRUST.

Where is Steve Olafson, Cfp® based?

Steve Olafson, Cfp® is based in Omaha, Nebraska, United States while working with CAPTRUST.

What companies has Steve Olafson, Cfp® worked for?

Steve Olafson, Cfp® has worked for Captrust, Frontier Wealth Management, Karstens Investment Counsel, Legent Clearing, and Lutz Financial Services.

Who are Steve Olafson, Cfp®'s colleagues at CAPTRUST?

Steve Olafson, Cfp®'s colleagues at CAPTRUST include Curtis Cunningham, Mba, Ena Dashi, Traynor Reitmeier, Lisa Mason, and Melissa Hayes.

How can I contact Steve Olafson, Cfp®?

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

What schools did Steve Olafson, Cfp® attend?

Steve Olafson, Cfp® holds Ba, English from Creighton University.

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