Susan Olson, Advisor

Susan enjoys working with clients as an independent agent in developing a plan that allows them the opportunity to work toward becoming financially fit. She realizes that every situation is unique which requires unique solutions. Being independent affords the ability to find a solution for each situation.

Professional Data

• Designations
  Life Underwriter Training Council Fellow (LUTCF)
  Fraternal Insurance Counselor (FIC)

Licenses

• Securities
  Registered representative Harbour Investments, Inc., Madison, WI
  Licensed in 1999
  Series 6, 63, and 65
  Licensed in the following states: WI, IL, NC
• Registered Investment Advisor: Wisconsin Wealth Advisors, LLC
  Insurance
  Licensed in Life, Health, Disability and Long Term Care
  Licensed in the following states: WI, IL

Community Involvement

• Sun Prairie Chamber of Commerce
  Serving as member and chair of the Leadership Committee
• Sun Prairie Optimist Club member
• Living Water Church Member, Sun Prairie, WI
  Currently serving on the council
• Committee for organizing and serving annual community Christmas Meal
• The Colonial Club, Sun Prairie, WI
  Assist with the Strawberry Fest fundraiser

Personal Information

Susan lives in Sun Prairie with her husband Tim. She has two grown children, Emily and Justin. She enjoys gardening, bowling, horseshoes and spending time with family in her spare time.