R.B. Chip Olson
CFP ® , Investment Advisor Representative of Osaic Wealth, Inc.
Chip is an Investment Advisor Representative with over 25 years of experience in helping individuals with Personal Financial Planning, Retirement planning, Estate Planning Strategies and Small Business Strategies. Chip holds a BA in Economics from Wabash College, a designation of Certified Financial Planner ™ and has taken many courses towards a Master of Science Degree in Financial Services. He also has extensive training in financial planning and products and all licenses and registration required to transact business, including Series 7, 24, 63 and all insurance licenses necessary to due business.
Chip's Business experience involves 3 years as an assistant manager with a major retail firm and 10 years as an owner /Manager of an industrial equipment and parts business. And for over 25 years in the financial services industry.
On a personal level Chip is married to Marcia with four grown children along with many grandchildren. He enjoys working with clients, golfing and spending time with family. Chip's birthdate is January 19.