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
(563) 380-0285


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 Public Accountant (CPA)

Insurance Licenses

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

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

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


Helpful Financial Planning Resources