Kyle Olson
Financial Consultant
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RICP®, CEPA®
Financial Advice for Entrepreneurs, Farmers, Educators, and Small Businesses
Financial Advice for Entrepreneurs, Farmers, Educators, and Small Businesses
My name is Kyle Olson and I am a Financial Consultant. I enjoy helping clients reach their personal financial goals, retire comfortably, and plan for a bright future. My passion is helping those in the agricultural and small business sector to help them save money on taxes and grow their business.
For many agricultural families and small business owners, transitioning your business to the next generation can be a difficult conversation to navigate. By evaluating what values are...
My qualifications
- Bachelors of General Studies, Kansas State University
- Masters of Youth Ministries, Southwestern College
- General Securities Representative
- Investment Company Products and Variable Contracts Limited Representative
- Investment Adviser Representative
- Agent
My state licenses
- Indiana
- Iowa
- Kansas
- Missouri
- Nebraska
- North Carolina
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.