Brad Olson

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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: 2026-05-06
Updated: 2026-05-06

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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 5 months.

Education

Certified Financial Planner at College for Financial Planning

Finance and Marketing at University of Wisconsin-Whitewater

Frequently Asked Questions

What is Brad Olson's email address?

SignalHire found a verified business email address for Brad Olson: *********@gmail.com.

What is Brad Olson's phone number?

SignalHire found a verified phone number for Brad Olson: +1-***-***-8801.

How do I contact Brad Olson at Oak Tree Financial Services -- A financial advisory practice of Ameriprise Financial Services, LLC?

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What is Brad Olson's professional background?

They have held roles including President at companies such as Oak Tree Financial Services - Brookfield, WI. Their education includes Certified Financial Planner from College for Financial Planning, and Finance and Marketing from University of Wisconsin-Whitewater.

Is Brad Olson's contact information up to date?

Yes. Brad Olson's SignalHire profile was last updated on 6 May 2026, reflecting their current position as Financial Advisor, President at Oak Tree Financial Services -- A financial advisory practice of Ameriprise Financial Services, LLC.

Brad Olson Namesakes

Name
Company
Position
Brad Olson
Portfolio Design Services
President
Brad Olson
JP Electric, Inc.
Manager of Marketing & Operations

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