Skip to content
Bjorn Olson

I am dedicated to helping wealth clients reach their financial goals.

As a Client Service Specialist Bjorn's professional and holistic approach allows him to build collaborative customer-focused relationships while focusing on ways to provide additional value.

Experience

  • Bachelor's University of WI Madison
  • 20 years of experience in financial services
  • FINRA Series 6 & 7 Securities licenses
  • Pursuing Chartered Financial Consultant (ChFC®) designation

Ask Me About

  • Wealth Strategy
  • Estate Planning
  • Retirement and Financial Planning

Community Involvement

  • Active in the community and Appleton Alliance Church

Request an Appointment