Meet Five Star Wealth Manager Dan Olsen, an award-winning wealth manager in Hudson, WI.

PROFESSIONAL PROFILE

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Dan Olsen

President | Financial Advisor

WealthBuilders Inc.

538 Nordic Lane

Hudson, WI 54016

Office: 715-386-3735

danolsen@wealthbuilders.financial
www.wealthbuilders.financial

Professional Approach

Dan’s first love was radio. For many years, he could be heard on top-rated “music radio” stations around the country. He recalls his time on air fondly. Dan then redirected his professional focus. His desire to work with people, be of service and make a difference in their lives – coupled with his appreciation of the good that comes from a solid understanding of personal finance – led him to become a financial advisor. He specializes in financial planning, retirement income planning and investments for individuals, couples and families.

Backed by over 23 years of navigating complex financial markets, Dan has successfully guided clients through the challenges of volatile, oftentimes trying financial conditions. To do that, he simply sits down and learns all about you. He focuses on what you want your assets to do for you. Then, methodically, he builds you a detailed plan and outlines investment strategies designed to help you work toward those goals. If you’re like the majority of his clients, that means investing your money to grow sensibly, without unnecessary risk. Some clients have very complicated situations. Others less so. Whatever you need, the ultimate goal is to help you finally feel relaxed and confident about your finances and investments. Because it’s safer to know than to guess.

Dan’s clients like a warm, personal relationship. They like an understated approach. They like getting straight answers to their questions and access whenever they need it. They appreciate being empowered with knowledge and respected for their intelligence. They like the feeling of being supported by someone who puts them firmly at the center of everything they do. Dan’s personal commitment to his clients and his deep expertise make him a trusted guide on their financial journeys.

Life is all about balance, and for Dan, that means blending of professional pursuits and personal passions. When Dan is not immersed in the world of finance, you can often find him and his wife happily trying to keep up with their grandchildren’s activities or exploring the Great Lakes.

See Accomplishments

This award was issued on 11/01/2024 by Five Star Professional (FSP) for the time period 03/13/2024 through 10/29/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4789 Twin Cities-area wealth managers were considered for the award; 624 (13 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,280, 637, 15%, 12/1/23, 3/13/23 - 9/29/23; 2023: 4,080, 633, 16%, 12/1/22, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA | SIPC.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.