Patrick D. Olsen

Patrick D. Olsen

Special Care Planner

Domicile State: IA
Phone: 563-285-2533
Fax: 563-285-7777
Mobile Phone: 563-212-2533
E-mail:
 


Education Background

- Saint Ambrose University - 2008

- B.A. Finance & Economics

- Graduated Magna cum Laude

- College of Business Undergraduate of the Year (2007-2008)

Areas of Specialty

- Special Care Planner

- Life Insurance, Disability Income Insurance, Long-Term Care Insurance, and Annuities

- Retirement Income Strategies

- Financial and Estate Analysis

- Business Continuation Strategies

- Selective Executive Benefits

Professional & Civic Memberships

- Million Dollar Round Table (MDRT) Qualifying Member (2013)

- National Association of Insurance and Financial Advisors (NAIFA)

- Saint Ambrose University Bishop McMullen Legacy Circle 

- Saint Ambrose University President's Club

- Saint Ambrose University Planned Giving Advisory Council 

- Saint Ambrose University Alumni Philanthropy Council

- Handicapped Development Center Board Member

- North Scott Rotary (Board Member)

- The Rotary Foundation

- Past United Way Quad Cities Young Leader

- Past Vice President of Development for the Davenport Jaycees

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck