Kurt Ohlson

As a financial advisor with over 30 years of experience, I am passionate about helping individuals, families, and business owners achieve financial security and peace of mind. During my time at ING, I led efforts that generated $1.4 billion in annuity sales, and I’ve spent over a decade integrating advanced technology and digital tools into my approach. This combination of experience and innovation allows me to offer clear, personalized solutions that help clients navigate today’s complex financial world.

My focus is on creating strategies that work for you—whether that’s planning for retirement, protecting your wealth, or designing income solutions that last a lifetime. I believe in honest conversations, straightforward advice, and using the best tools available to make your goals achievable. My goal is to help you feel confident about your financial future, no matter where you are in your journey.

I pride myself on being approachable, transparent, and fully invested in the success of the people I work with. If you’re looking for guidance to build a secure and prosperous future, I would be honored to meet with you and create a plan that fits your needs and dreams. Let’s take the first step together!