Spencer Olson

About Spencer Olson

I have an extensive background working directly with individuals in the financial…

Experience

1. Founder

   Independent Choice Financial Group

   Apr 2015 — Present

   I seek to help individuals obtain and maintain a full and rewarding life of financial independence. I pursue this goal by putting special emphasis on the personal in personal finance. No two people are alike, and I treat each and every person with the personal attention they deserve.I focus my talents working with clients on creating personalized wealth management and asset preservation strategies. As a registered and licensed LPL Financial Advisor,(earning the Series 7 and 66 securities licenses, in addition to the Life, Accident and Health, Variable Life/Annuity, Long Term Care, Medicare Advantage, and Medicare Supplements licenses and/or appointments for Colorado) I\'m able to offer assistance on a wide variety of securities and insurance products.

Education

• University of Northern Colorado

  Bachelor’s Degree, Business Administration, Finance

  1999 — 2003

• National Association of Plan Advisors

  Certified Plan Fiduciary Advisor, Finance and Financial Management Services

  2019

Skills

• Equity Indexed Annuities
• 401k
• Medicare Supplements
• Long Term Care Insurance
• Insurance Brokerage
• Estate Preservation
• Long-Term Care
• Investment Strategies
• Stock Management
• Alternative Investments
• Retirement Services
• Rebalancing
• Brokerage
• Medicare Advantage
• Fixed Annuities
• Stocks
• Portfolio Management
• Retirement Savings
• 401k Rollovers
• Income for Life
• Medicare Part D
• Variable Annuities
• Investment Advisory
• Series 66
• Whole Life
• Indexed Annuities
• Insurance
• Securities
• Strategic Finance
• Iras
• Managed Money
• Wealth Management Services
• Retirement Income Strategies
• Life Insurance
• Income Protection
• Series 7
• Retirement Planning
• Life Transitions
• Asset Allocation
• Mutual Funds