Olson Wealth Group
Business Contact
Kevin Fruechte
CFA, CFP, CHIEF RESEARCH AND OPERATIONS OFFICERContact Information
Phone: (952) 835-1797
Hours: Show
Web: olsonwealthgroup.com
Email: info@olsonwealthgroup.com
Fax: (952) 921-2181
Facebook Profile: Visit
Yelp Page: Visit
Google Maps: Visit
LinkedIn Profile: Visit
Bing Maps: Visit
Edit: Edit or Remove
Business Description
With a focus on legacy planning, business succession, and family office services, Olson Wealth Group provides comprehensive financial planning and investment advisory services. Led by Tad M. Weiss, CFP and Sharon Olson, CFP, the firm specializes in serving women, business owners, and first-generation wealth creators.
Revenue: USD 500,000
Founded: 2000
Filing Number: 15378-LLC
Industry
Financial Services
Financial Services
Engaged in:
Financial Institution, Estate Planning Attorney, Financial Planner, Financial Consultant
Financial Institution, Estate Planning Attorney, Financial Planner, Financial Consultant
ISIC Codes
6419, 6619, 6910
6419, 6619, 6910
Questions & Answers
Q1
How long has Olson Wealth Group been in business?
Olson Wealth Group has been in business for around 27 years.Q2
What is the phone number for Olson Wealth Group?
The phone number for Olson Wealth Group is (952) 835-1797.Q3
Where is Olson Wealth Group located?
Olson Wealth Group is located at 8500 Normandale Lake Blvd #970, Bloomington, MN 55437.Q4
What days are Olson Wealth Group open?
Olson Wealth Group is open Mon–Fri 9 AM–5 PM; closed Sat–Sun.Q5
Is there a primary contact for Olson Wealth Group?
Kevin Fruechte (CFA, CFP, CHIEF RESEARCH AND OPERATIONS OFFICER) at Olson Wealth Group. You can contact Kevin Fruechte at email address kfruechte@olsonwealthgroup.com.Q6
Are there other contacts associated with Olson Wealth Group?
We have 4 additional contact(s) for Olson Wealth Group. They include: Sharon Olson, Jeff Olson, Ken Olson Representative & Andy Kuhl.Q7
What is the web address (URL) for Olson Wealth Group?
The website for Olson Wealth Group is olsonwealthgroup.com.Q8
What are the annual sales for Olson Wealth Group?
Olson Wealth Group has annual sales of approximately USD 500,000.Similar Companies Nearby
Additional Businesses at this Address
8500 Normandale Lake Blvd #970, Bloomington, MN 55437
Businesses in Zip Code 55437
Businesses in 55437: 3,884
Population: 17,309
Categories
Professional Services: 24%
Financial Services: 15%
Shopping: 13%
Medical: 11%
Other: 37%
Price
Moderate: 62%
Inexpensive: 27%
Expensive: 10%
Very Expensive: 1%
Other: 0%
Area Codes
952: 82%
612: 14%
Other: 4%
Neighborhoods
Normandale Lake: 40%
West Bloomington: 56%
Other: 4%
Stats and Demographics for Zip Code 55437
Race
White: 90%
Asian: 4%
Hispanic or Latino: 2%
Black Or African American: 2%
American Indian Or Alaskan Native: 0%
Other: 1%
Gender
Female: 53%
Male: 47%
Other: 0%