Contact A Financial Planner Details
500 2nd Avenue North
LPL Financial Planning Manager
Gate City Financial Planning
P. O. Box 2847
Fargo, ND 58108
- ToddOlson at gatecityfinplan dot com
Todd Olson, CFP®is an accomplished financial services representative with over 17 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. He is active in service organizations, education and church related groups in the FM area including previously acting as the treasurer for United Way of Cass Clay, Kiwanis Club, Hope Lutheran Church, and the YMCA Paul Howry Committee. Todd is married to his wife Kristina and enjoys his 3 children.
Serving Fargo, Moorhead, West Fargo, and the surrounding area.
Todd is licensed in North Dakota, Minnesota, Florida, Arkansas, Michigan, Virginia, and Oregon.