David Olson achieves Ameriprise Private Wealth Advisor status
Wednesday, May 14, 2014 11:59 AM
David Olson has become an Ameriprise Financial Private Wealth Advisor.
Olson is one of approximately 9 percent of the nearly 10,000 Ameriprise financial advisors to achieve this status.
Olson is part of David Olson & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. Ameriprise Private Wealth Advisors provide personalized client service and are dedicated to meeting the complex and unique financial needs of their clients. To become eligible for this status, advisors must be experienced in serving affluent clients, maintain high client satisfaction scores, complete specialized training and achieve superior business results.
As an Ameriprise Private Wealth Advisor, Olson is focused on providing advice and financial solutions for clients with high asset levels. He is knowledgeable on a variety of topics and strategies including retirement, tax and estate planning, insurance and asset management.