Jeffrey Olsen, Financial Advisor located in Logan, UT

Financial Advisor
Jeffrey R Olsen

MBA, CFP®, AAMS®, CRPC™
580 N Main St Suite 160, Logan, UT 84321opens in a new window
Referrals Only
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Focus Areas

  • Entrepreneurs & Business Owners
  • Dentists
  • Farmers and Ranchers
  • Government Employees
  • Business Retirement Plans
  • Inheritance Guidance

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Board Games
  • Chess
  • Movies & Entertainment
  • Traveling

Team Members

  • Cheryl Teichert
    Sr. Branch Office Administrator
  • Madison Childs
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(435) 787-8170

Fax

(855) 379-5819

Office Address

580 N Main St Suite 160
Logan, UT 84321opens in a new window

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