Verified recordFinancial Services

Chuck Olsen

Certified Financial Plannertm Professional at Calmwater Financial Group

Based in Norfolk, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Norfolk

Industry

Financial Services

Company size

18

Contact information

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Email

1 credit

c•••••••@calmwaterfinancial.com

Phone

5 credits

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Background

About Chuck Olsen

Chuck's distinctive approach to the financial planning process has made him a sought-after national speaker for corporations and individuals. Seeking to help others realize their financial dreams, he focuses his energy and investment knowledge on 21st-century financial strategies that are centered on his clients’ retirement needs and legacy goals. Chuck was honored to be recognized nationally by Forbes Magazine in February 2022, for the 4th year in a row, as he was named to the list of “Best-in-State Wealth Advisors.” Since the firm joined Commonwealth Financial Network®, Chuck has been recognized for his service to clients earning the "Chairman's" distinction. The distinction places him among the top 3% of the roughly 2,200 Commonwealth financial advisors around the U.S. Chuck served as a trustee for the Nebraska chapter of The Nature Conservancy for nine years. Dedicated to impacting the next generation and making a difference in today’s youth, Chuck also served as the director of the Norfolk Youth Track Program which grew to over 500 club members during his 25 years as director. His roots run deep with the sport of track and field, where he became an eight-time NCAA All-American in college in the sprinting events. You may also see Chuck around the airport in his spare time, as he is also a licensed pilot. Securities and advisory services offered through Commonwealth Financial Network®, / a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. CalmWater Financial Group®, 3204 W Benjamin Ave, Norfolk, NE, 68701, 402-371-5511. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MT, NC, ND, NE, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: If you would like to learn more about their collaborative and educational approach to your Financial Planning goals reach out to Chuck and his team at (402) 371-5511. CalmWater Financial Group, LLC 3204 W Benjamin Ave Suite 200, Norfolk, NE 68701 1-402-371-5511 “Please see our Terms of Use here:

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