Dedicated To Providing Comprehensive Strategies For Successful Retirement

CONNECT

Address:

2351 Connecticut Ave S. Suite 140

Sartell, MN 56377

Phone:

320.253.5850

Fax/Other:

320.253.3368

Our Firm

 

At Olson Advisory Group, LLC we believe providing superior customer service and support is paramount to wealth management success.  Through an ongoing consultative approach, the professionals at Olson Advisory Group, LLC will work with you to truly understand your financial goals and needs and how changes in your life or variations in the economy or law can affect your overall wealth management plan.

OUR STAFF

KENNETH H.T. OLSON, CPA, CRC

Ken Olson is Owner/President of Olson Advisory Group, LLC.  A graduate of Concordia College with a BS in Accounting, Ken obtained his CPA designation in 1977.  In 1974, Ken moved to Central Minnesota where he began his career as a staff accountant before eventually starting his own business in 1976.  Ken has been providing tax advice* in the St. Cloud area for over 30 years.  Ken is also a complete financial planner who believes in helping his clients with their comprehensive wealth management needs.  He is a Certified Public Accountant, a Certified Retirement Counselor and is a member of the Financial Planning Assoiciation.  Ken has taken and passed the Series 6, 7, 63 and 65 securities exams, held with LPL Financial, and maintains his State of Minnesota insurance license in accident, health and life lines.

*Tax services are not provided by LPL Financial.

DEB HEYING, Weatlh Managment Assistant

As wealth management assistant Deb's role is to elevate and enhance the scope of services offered at Olson Advisory Group, LLC.  With over 20 years in customer service and support roles in the human resources industry, her people skill and communication capabilities bring a new face to our customer service experience.  Her responsibilites include client communcation, account administration, and the scheduling of client meetings.

 

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

 

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.