Erik C. Olson,  CFP<sup>&reg;</sup> - Financial Advisor

Erik C. Olson, CFP®


Wealth Advisor

Arete Wealth Management LLC

One North Virginia Street, Suite D
Crystal Lake, IL 60014
(815) 940-4652 CONNECT WITH Erik
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Erik Olson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Arete Wealth Management LLC in Crystal Lake, IL and the surrounding communities.

Financial Advisor Experience

Serving clients with comprehensive financial planning and investment management since 2004.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • Other - Certified Kingdom Advisor (CKA®)

Insurance Licenses

  • Life insurance: CA, FL, IL
  • Health/disability insurance: CA, FL, IL
  • Fixed annuities
  • Variable annuities: CA, FL, IL

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Tangible Assets, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


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