Bremer Investments is proud to announce Financial Advisor Ross Olson has been named to the Forbes list of Top Next-Gen Wealth Advisors Best-In-State. In his role at Bremer, Olson provides investment strategy, brokerage and wealth advisory services to customers at various stages in their financial journeys. Olson’s expertise in financial planning, retirement planning, portfolio analysis and design, and tax-efficient investment strategies helps his customers plan for successful futures.
Olson has nearly 20 years of experience in the financial services industry and has spent his Bremer career serving the Eau Claire and Menomonie markets as a financial advisor. He is a Raymond James-affiliated advisor.
“We are very proud of Ross earning this outstanding achievement and are glad to have him on our team,” said Bremer Investments President Cory Miner. “Ross takes a hands-on approach with customers, getting to know them and understanding their long-term financial goals. This aligns perfectly with Bremer’s commitment to putting customers first and always focusing on building strong relationships.”
The list, which recognizes advisors born in 1984 or later with a minimum of four years' experience from national, regional and independent firms, was released online August 8, 2023. Forbes’ Top Next-Gen Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria mostly gained through due diligence interviews and quantitative data with an algorithm weighing factors like revenue trends, assets under management, compliance records, industry experience, and those who encompass best practices in their practices and approach to working with clients.
This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-next-gen-advisors/ for more info.