Olson Wealth Group

Finance · Minnesota, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

8500 Normandale Lake Blvd Ste 970, Bloom...

Phone Number

(952) 835-1797

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Olson Wealth Group

Olson Wealth Group is an independent wealth management firm based in Bloomington and Minneapolis, MN, specializing in legacy planning, business succession, and family office services. They cater to affluent families, women, business owners, and wealth creators, providing guidance on preserving wealth and navigating complex financial decisions. Their services include investment management, retirement income planning, and social impact investing, among others. With over 30 years of experience, Olson Wealth Group employs a values-based, multi-generational approach to help clients realize their financial visions.Explore more
Olson Wealth Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Olson Wealth Group Org Chart

PhoneEmail
Andrew Schmuhl, Chief Operating Officer at Olson Wealth Group
United States flag for contact location.

Chief Operating Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
CM
United States flag for contact location.

Director, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Olson Wealth Group

Compare insights from companies similar to Olson Wealth Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Olson Wealth Group

<$5M
1-10
Private
-
1982
Andrew Schmuhl, Chief Operating Officer at Olson Wealth Group
Andrew SchmuhlChief Operating Officer
$5.9M
11-50
Private
-
2008
TO
Tawnya OstigaardBusiness Operations Specialist
<$5M
11-50
Private
-
2016
SZ
Samuel ZoskeDirector, Mergers & Acquisitions
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
2005
BS
Bryce StreetBranch Office Manager
Illustration of an envelope

Olson Wealth Group Tech Stack

A closer look at the technologies used by Olson Wealth Group

Top Finance Companies

Frequently Asked Questions Regarding Olson Wealth Group

What is Olson Wealth Group's official website?
Olson Wealth Group's official website is www.olsonwealthgroup.com
What is Olson Wealth Group's Revenue?
Olson Wealth Group's revenue is <$5 Million
What is Olson Wealth Group's SIC code?
Olson Wealth Group's SIC: 62,628
What is Olson Wealth Group's NAICS code?
Olson Wealth Group's NAICS: 52,523
How many employees does Olson Wealth Group have?
Olson Wealth Group has 1-10 employees
What industry does Olson Wealth Group belong to?
Olson Wealth Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Olson Wealth Group competition?
Olson Wealth Group top competitors include: Mastey Financial Group, Business & Financial Strategies, Strategic Financial Concepts, La Pointe Wealth Management
What technology does Olson Wealth Group use?
Some of the popular technologies that Olson Wealth Group uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Olson Wealth Group?
Olson Wealth Group contact info: Phone number: (952) 835-1797 Website: www.olsonwealthgroup.com
What does Olson Wealth Group do?

Olson Wealth Group is an independent wealth management firm based in Bloomington and Minneapolis, MN, specializing in legacy planning, business succession, and family office services. They cater to affluent families, women, business owners, and wealth creators, providing guidance on preserving wealth and navigating complex financial decisions. Thei... r services include investment management, retirement income planning, and social impact investing, among others. With over 30 years of experience, Olson Wealth Group employs a values-based, multi-generational approach to help clients realize their financial visions.Read More

What are Olson Wealth Group social media links?
Olson Wealth Group Linkedin page
Is Olson Wealth Group a public company?
Olson Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about Olson Wealth Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.