
Investment Services
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Todd Olson CFP® Vice President Phone: 701-364-9659 Toll Free 888-565-0909 Fax: 701-364-9623 Location: Cornerstone Bank 2627 S. University Drive Fargo, ND 58103 |
Todd Olson, CFP® is an accomplished financial services representative with over 10 years of experiences in the financial services industry. As a native of North Dakota, Todd has grown to value the importance of family, friends and the community in which he lives. Todd makes it a priority to know and understand both the Investment and Insurance industries to better educate and serve his clients.
His position includes the sale and administration of investment accounts, personal and business retirement accounts, insurance products, and financial planning services. Todd obtained his BS in Finance from the University of North Dakota and also has obtained his CERTIFIED FINANCIAL PLANNER™ Certification. These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Todd is a member of the Red River Valley Estate Planning Council and also serves on the Regional Economy Partnership Committee with the Chamber of Commerce of Fargo-Moorhead. He is active in service organizations, education and church related groups in the FM area including the United Way, Kiwanis Club, Hope Lutheran Church, and the YMCA. Todd is married to his wife Kristina and enjoys his 2 children.
Professional Licenses/Designations
Investment Centers of America, Inc. (ICA), member FINRA, SIPC, NASD and a Registered Investment Advisor, is not affiliated with Cornerstone Bank or Cornerstone Investment Services. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are:
| NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE |