Kevin Olson, CFP™

Trade Desk Associate

|

Moline

Phone:

309-623-4564
Schedule a Call

I joined the Planning Center in 2022 and bring with me 7 years of investment experience after working for The Vanguard Group in Scottsdale, Arizona. I am responsible for running our trade desk which includes daily trades as well as weekly rebalancing of accounts. I also serve as a member of our Investment Committee.

Work hard, have fun, help others

I was born and raised in Moline, Illinois and my wife and I could not be more excited to be raising our two kids in Moline, IL. We are an active family and love to be outdoors as much as possible. Some of our best family memories have come from vacations in the mountains of Arizona and Colorado. I enjoy coaching youth recreation sports and have coached my son and daughter in soccer and basketball. We love to ride bikes as a family and get on our bikes whenever we can whether that’s date night, trying out a new coffee shop, or grabbing an ice cream cone.

Credentials

Education

  • S. Engineering, Iowa State University
  • MBA University of Iowa

Favorite destinations:
The mountains in Arizona and Colorado

Who inspires me:
My family

 

Latest Posts

Relocating to Spain

July 25, 2023

Join us on CNBC as we take an in-depth look at the global migration trend with our guest speaker, Jude. Together, we’ll explore the increasing

Read More »

Return to Team

Play Video

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.

Schedule a Free Consultation

Jude Boudreaux featured in CNBC

September 30, 2023 No Comments

Embark on a financial empowerment journey as Jude teams up with CNBC to unveil strategic methodologies for alleviating tax burdens within your retirement portfolio. In

Read More »

Make Smarter Decisions

Stay informed with the latest financial insights from our experts.

By submitting this form, you are consenting to receive marketing emails from: The Planning Center, Inc., 1615 5th Avenue, Moline, IL, 61265, https://www.theplanningcenter.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
tpc-logo-white

Phone: (888) 333-6986

Contact Us

Locations

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

See Location

FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720

See Location

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

See Location

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

See Location

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

See Location

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

See Location

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401

See Location

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

See Location

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

See Location

FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720

See Location

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

See Location

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

See Location

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401

See Location

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

See Location

When We Help

Follow Us

Company

The Planning Center © 2024

Regulatory Disclosures