David M. Olson,  CFP<sup>&reg;</sup> - Financial Advisor

David M. Olson, CFP®

Private Wealth Advisor

David Olson and Associates

903 Commerce Dr, Suite A
Decorah, IA 52101
FINANCIAL ADVISOR'S WEBSITE
(888) 382-2111
(563) 382-2111

General

David Olson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at David Olson and Associates in Decorah, IA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources