Brad Olson

Brad Olson: Email & Phone Number

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Financial Advisor, President at Oak Tree Financial Services -- A financial advisory practice of Ameriprise Financial Services, LLC|Brookfield, Wisconsin, United States

Position:

Financial Advisor, President at Oak Tree Financial Services -- A financial advisory practice of Ameriprise Financial Services, LLC

Location:

Brookfield, Wisconsin, United States

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Last updated: 2026-06-04
Updated: 2026-06-04

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Work Experience

Financial Advisor, President at Oak Tree Financial Services -- A financial advisory practice of Ameriprise Financial Services, LLC

Oct 2022 - Current

President at Oak Tree Financial Services - Brookfield, WI

Mar 2009 - Current

Brad Olson started working in 2009, then the employee has changed 1 company and 1 job. On average, Brad Olson works for one company for 10 years 6 months.

Their professional focus is Customer Service, Finance, and Insurance across 3 core areas.

Education

Certified Financial Planner at College for Financial Planning

Finance and Marketing at University of Wisconsin-Whitewater

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