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David Olson, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

David Olson

ChFC®, APMA

Private Wealth Advisor

Summit Private Wealth Group
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies

Qualifications

  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS in Professional Flight, St. Cloud State University, St. Cloud, MN

Awards & recognition

  • Five Star Wealth Manager, 2013-2016

Community participation

Finance Committee Chair, St. Marks Cathedral, Minneapolis, MN 2009-2011

Diocesan Advisory Council, St. Marks Cathedral, Minneapolis, MN 2009-2011

Finance Committe member, St. Marks Cathedral, Minneapolis, MN 2007-2011

Vestry Member St. Mark's Cathedral 2007-2010

Board Member-Metro Hope Ministries 2006-2008

  • St. Marks Cathedral

Interests

My daughter Lily is my main hobby!

Aviation-former Airline Pilot for Airnet Systems and American Eagle.

Voracious reader of everything from mystery/spy novels to economics and finance.

Experiencing live music of all kinds from orchestral to rock. Used to love to play the drums but have not done so for years now!