A COMFORTABLE LIFESTYLE TODAY AND
A FINANCIALLY SECURE TOMORROW STARTS
WITH INVESTMENT PLANNING NOW.
WE APPRECIATE THE OPPORTUNITY TO SERVE YOU!
Wealth Management Financial Services
4500 E 53 Street
Davenport, IA 52807
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Lynnette Olson, MBA
Phone (563) 441-1700
Fax (563) 441-1701
E mail: Lynnette.email@example.com
Lynnette has been working in the Investment business since 1989, assisting clients with their financial goals and objectives. Lynnette earned a MBA from the University of Nebraska, with emphasis in Finance and Marketing. Lynnette holds Securities Licenses 7,63,24 and a Life and Health Insurance license.
Lynnette’s primary goal in working with clients is to make sure that clients are informed and comfortable with their investment decisions.
Lynnette is a past president of the Eldridge Chamber of Commerce and is also active in the Quad Cities Chamber of Commerce.
Check the background of this investment professional on FINRAs Broker Check at https://brokercheck.finra.org
Phone: (563) 441-1700
E mail: firstname.lastname@example.org
Lynn is a graduate of Augustana College with years of experience providing top notch customer service. Lynn is active in various community activities.
Stocks, bonds, mutual funds, Exchange Traded Funds (ETFs), Unit Investment Trusts (UITs), Real Estate Investment Trusts (REITs), Socially conscious investing plus simplification through consolidated brokerage statements.
- Retirement Planning
- Roth and Traditional IRAs
- Retirement plans: 401ks, Rollovers, SIMPLE and SEP IRAs, Indi Ks
- Profit sharing plans
The steps we take to work with each client:
Each person’s goals and dreams are unique. We will work with you to listen to your goals and evaluate investment options for your situation.
We will help you focus on where you would like to go, what your goals are, and remind you of the importance of a disciplined approach to realizing your financial dreams.
We will assess the topic of risk, and present suitable solutions for you to meet your financial goals.
Securities offered through Securities America, Inc. member FINRA (https://www.finra.org), SIPC (https://www.sipc.org) Wealth Management Financial Services and Securities America are not affiliated companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced on this website. Persons mentioned in this website may only offer services and transact business and /or respond to inquiries in states and jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this website are available in every state, jurisdiction or from every person listed.
Not FDIC Insured
*No Bank Guarantee *May Lose Value *Not Insured by Any Government Agency * Not Bank Deposits
Are You Ready to meet for a no obligation consultation?
Call Lynnette Olson today at (563) 441-1700 or email: