PROFILE
With 12 years of experience in the investment services area, Karen A. Olson is a FINRA Series 7, 22 & 63 registered representative with LaSalle St. Securities, LLC and Vice-President of Olson Asset Management, Inc. Karen provides counsel for 401(k) retirement plan reviews and group benefits, investment and portfolio management, life & disability insurance, annuities, college planning and TIC/1031 real-estate exchanges.
Karen holds a Life, Accident and Health insurance license and is approved to offer the NYS Partnership for Long-Term Care. She has earned the professional degree of Certified in Long-Term Care (CLTC), which qualifies her to specialize in long-term care insurance, comparison and plan design customized to meet the needs of individuals and businesses.
CONTACT INFO
SPECIAL INTERESTS
Women and Long-Term Care Issues
LTC Reform & Public Policy
To educate and encourage personal planning on issues regarding LTC and Retirement Planning
AFFILIATIONS & MEMBERSHIPS
Corporation for Long-Term Care, Lifetime Member
American Association of Long-Term Care, Member
Women In Networking, Canisius College Women’s Business Center, Member
Securities offered through LaSalle St. Securities, LLC, a Registered Broker/Dealer. 940 N. Industrial Drive, Elmhurst, IL 60126-1131. Member FINRA/SIPC. Advisory Services offered through Olson Asset Management, Inc. a Registered Investment Advisor. Neither Olson Asset Management, Inc nor First Aurora Financial Group are affiliated with LaSalle St. Securities, LLC.
