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Lonnie Olson profile image

Lonnie Olson

Financial Advisor at Edward Jones
Intro Book
Seasoned financial advisor delivering personalized wealth management services.
  • Claim this Profile
Location
Hobart, Oklahoma, United States, US
Languages
  • English -
Skills
  • Saving For Education
  • Aams
  • Uniform Combined State Law
  • 529 Plans
  • College Savings Plans
  • Show all
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Bio

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Lonnie Olson is a seasoned financial advisor with over 27 years of experience in providing personalized financial planning and wealth management services. He holds a Bachelor of Science in Agriculture from Oklahoma State University and is certified as an AAMS professional. With expertise in college savings plans, retirement planning, and more, Lonnie helps individuals achieve their financial goals. As a financial advisor with Edward Jones, Lonnie has built a reputation for delivering exceptional service and guidance to his clients. He is committed to understanding each client's unique needs and developing tailored strategies to help them succeed financially.

Credentials

  • AAMS™
    College for Financial Planning
    May, 2002
    - Apr, 2026

Experience

  • Edward Jones
    • Hobart, Oklahoma
    • Financial Advisor
      • Jun 1997 - Present
      • Hobart, Oklahoma

      I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 12,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Michelle Aydelotte, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com for more information.

  • Investment Centers of America
    • Investment Centers of America
    • Investment Representative
      • Dec 1994 - Jun 1997
      • Investment Centers of America

      Financial Advisor

  • First American Bank
    • Vice President
      • Aug 1982 - Aug 1994

      Vice President, Lending, Security Officer, Compliance Officer

Education

  • 1979 - 1982
    Oklahoma State University
    Bachelor of Science in Agriculture, Agriculture Economics and Accounting
  • 1974 - 1977
    Sayre High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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