Olson Wealth Group Honored as an Exclusive Advisory Firm
Olson Wealth Group, an LPL Financial-aligned enterprise in Minneapolis, today announced their inclusion in LPL's Chairman's Council. This elite award is presented to high performing enterprises with exceptional client, financial planning, and investment services.
MINNEAPOLIS, March 21, 2023 /PRNewswire-PRWeb/ -- Olson Wealth Group, an LPL Financial-aligned enterprise in Minneapolis, today announced their inclusion in LPL's Chairman's Council. This elite award is presented to high performing enterprises with exceptional client, financial planning, and investment services.
"This is an impressive achievement that Olson Wealth Group has earned as a top performer and showcases their dedication to their clients," said Pete Dorsey, LPL executive vice president, Institution Services. "It is an honor to support Olson Wealth Group with the technology, integrated products and differentiated services that help them run a thriving enterprise. We wish Olson Wealth Group and their entire team continued success as they create meaningful impact in the lives of their clients."
"The launch of our Inspired Life Family Office™ dedicated to women, C-Suite executives, and generational wealth, has been a catalyst for our growth. Our enhanced services empower families to focus on what is most important to them so they can live their inspired life," said Sharon Olson, President & Founder of Olson Wealth Group.
The team at Olson Wealth Group serves ultra-high net worth clients and their families based in Minnesota and across the United States. Olson Wealth Group is a multi-family office and independent wealth management firm focused on legacy planning, business succession, and family office services for women, business owners, and wealth creators.
Olson Wealth Group is aligned with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients' financial lives.
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About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022). Among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms "financial advisors" and "advisors" include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial registered rep associated with this press release may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL,GA, IA, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, ND, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WI, WY.
All information herein has been provided solely for informational purposes and is not an offer to buy, sell, or solicit any security.
Media Contact
Sharon Olson, CFP, CEPA, Olson Wealth Group, 1 (952) 835-1797, [email protected]
SOURCE Olson Wealth Group
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