Aaron Olson | Financial Advisor | Menomonee Falls, WI | U.S. Bancorp Wealth Management

Aaron Olson

Wealth Management Advisor
U.S. Bancorp Investments

262.250.8085

Primary office
N78 W14545 Appleton Avenue
Menomonee Falls, WI 53051

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About me

It is my pleasure to serve the financial needs of people in the Menomonee Falls, Germantown and Sussex areas. I started in the financial services industry in 2006 and became a Wealth Management Advisor in 2012. I hold a Bachelor of Arts degree in communication from the University of Wisconsin-Parkside in Kenosha, Wisconsin.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my free time, I enjoy traveling, golfing and spending time with my family.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.