Adam Olson CFP​®- Mutual of Omaha Financial Advisor

Norfolk, Nebraska

★ 5.0 (103 reviews)
Call (402) 379-6745 Visit website →

About

Adam Olson is a Certified Financial Planner with Mutual of Omaha based in Norfolk, Nebraska, serving clients nationwide who are within 5–7 years of retirement. He offers financial planning, investment management, insurance analysis, and estate planning, with particular focus on pre-retirement income strategies, tax-efficient approaches, and risk management for individuals over 55 with substantial savings. His practice emphasizes coordinated planning across retirement income, investments, insurance solutions, and legacy considerations, and operates both remotely and through licensed office locations.

Specialties

Insurance Planning

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-3PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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