What departments does Olson Wealth Group have?

Olson Wealth Group has employees across 2 departments including Operations, Finance.

What is the largest department at Olson Wealth Group?

The largest department at Olson Wealth Group is Operations with 1 employees.

Where are Olson Wealth Group employees located globally?

Olson Wealth Group has employees across 1 continents and 1 countries including United States Of America.

How has Olson Wealth Group's team size changed over time?

Olson Wealth Group's team has grown from approximately 8 to 9 employees based on available data.

Olson Wealth Group Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Olson Wealth Group is a private, multi-family office and wealth management firm focused on multi-generational planning, education, family cohesion, and aligning mission and values. Based in Bloomington, Minnesota, the firm serves a select client base with a holistic approach to financial stewardship and investment oversight, emphasizing coordinated planning across generations. The organization positions itself within the financial services sector as a specialized advisor for families seeking continuity, education, and a unified approach to wealth management.

Since its founding, Olson Wealth Group has expanded its team and leadership to strengthen advisory capabilities, with recent leadership appointments and recognitions highlighted in its announcements. The firm operates in the multi-family office space, distinguishing itself through emphasis on education, long-term planning, and family alignment as core services for its clients.

Olson Wealth Group Global Highlights

North America
15

United States Of America
15

Olson Wealth Group's Leadership

J. T.
Chief Operating Officer
Mobile Phone
Email
K. R.
President
Mobile Phone
Email
L. T.
President Of Wealth Management Services
Mobile Phone
Email
D. S. C. C.
Managing Director
Mobile Phone
Email
T. K.
Director Of Financial Planning
Mobile Phone
Email

Olson Wealth Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Other

Contact profiles from Olson Wealth Group

Name

Title

Contact

Location

Last Update

J. T.
Chief Operating Officer
Mobile Phone
Email
Oct 17, 2024
K. R.
President
Mobile Phone
Email
Oct 23, 2024
L. T.
President Of Wealth Management Services
Mobile Phone
Email
Oct 17, 2024
D. S. C. C.
Managing Director
Mobile Phone
Email
Oct 16, 2024
T. K.
Director Of Financial Planning
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Olson Wealth Group known for?

Olson Wealth Group was founded in 1982 operates in the Financial Services industry. Explore Olson Wealth Group's company overview page for more information.

What is Olson Wealth Group's most common email format?

Olson Wealth Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Olson Wealth Group email formats with LeadIQ.

How many employees does Olson Wealth Group have currently?

Olson Wealth Group has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Olson Wealth Group's key employees and leadership?

As of August 2026, Olson Wealth Group's key employees include:

Chief Operating Officer: J. T.
President: K. R.
President Of Wealth Management Services: L. T.
Managing Director: D. S. C. C.
Director Of Financial Planning: T. K.

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Olson Wealth Group Employee Directory

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