Chad Olson is a Financial Advisor based out of SageView’s Minneapolis, Minnesota office and is a member of the SageView Wealth Management practice. He also provides educational workshops to retirement plan participants and helps them create customized financial and retirement plans designed to reach their goals.
Chad spent more than 11 years in mortgage banking before transitioning to wealth management. Before SageView, he worked at RBC Wealth Management for three years. He earned his bachelor’s degree in Community Development from St. Cloud State University. Chad has also served on the Orono Planning Commission and was a past board member of DRIVE Emerging Leaders.