February 17, 2016 - Bremer is excited to announce the addition of Ross Olson as a new Bremer Investment Services and Raymond James financial advisor in Menomonie. He will support the broader financial needs of clients throughout the region.
For more than 12 years, Olson has been providing personalized service to help a diverse range of clients achieve their financial goals. In his most recent position as a wealth manager at Bernicke & Associates, Ltd., he delivered a comprehensive portfolio of financial solutions to personal and business clients. He also served a variety of clients while at Royal Credit Union, where he started in financial sales and was later promoted to a business loan representative.
In addition to the experience he gained while working in Eau Claire, Olson has both the series 7 and 66 licenses, as well as licenses to offer life, accident and health insurance in Wisconsin. He also has earned the esteemed Six Sigma Process Improvement certificate. Prior to his more specialized education, Olson obtained a bachelor’s degree from the University of Wisconsin-Eau Claire.
“I am thrilled that Ross has joined our team,” said Stephen Kruchten, Bremer Investment Services investment president. “He has deep financial knowledge, so he’s able to come up with creative solutions to help our clients achieve their financial goals — regardless of how complex their situations might be. He also sincerely cares about the well-being of our clients and is dedicated to serving their needs.”
Olson grew up in Eau Claire, where he continues to reside, now with his wife and young daughter. He will divide his time between the Bremer branches in Menomonie, Colfax and Eau Claire.
Bremer Financial Corporation is a privately held, $12 billion regional financial services company jointly owned by the Otto Bremer Trust and Bremer employees. Founded in 1943 by Otto Bremer, the company is headquartered in St. Paul, Minnesota and provides a comprehensive range of banking, mortgage, investment, wealth management, trust and insurance products and services throughout Minnesota, North Dakota and Wisconsin. Clients include small businesses, mid-sized corporations, agribusinesses, nonprofits, public and government entities, and individuals and families.