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Matthew R Olson

Advisor at Fidelity — Shakopee, MN

Updated today

Credentials

Series 66

Experience

16 years

Location

Shakopee, MN

Fidelity logo

Fidelity

Institution

Total advisors

17,126

Across 1,872 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Matthew Olson is a financial advisor with Fidelity in Shakopee, MN, holding a Series 66 designation and 16 years of industry experience. His prior work includes ten years at Ameriprise Financial Services and three years at Lowe's Home Improvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios spanning mutual funds, ETFs, and ETPs, and maintains formal advisory roles for multiple registered investment funds.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Shakopee, MN

Shakopee MN

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

16 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Investments

2021 - Present • 5 years

Shakopee, MN

Lowe's Home Improvement

2018 - 2021 • 3 years

Shakopee, MN

Ameriprise Financial Services, Inc.

2010 - 2020 • 10 years

Minneapolis, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Adam D

CFP®

Lakeville, MN

Vinepath Wealth LLC

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Retirement income strategy General tax planning General retirement planning Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Sales Professional Professional Athlete Retired Christian Faith Based

Luke D

CFP®

Waconia, MN

The Financial Planning Co.

The Financial Planning Co. exists to improve financial lives. We commonly work with people with retirement planning, notably investment management and income planning. Whether through finding previously unknown opportunities for clients or figuring out how much is enough for those who’re ready to step away or establishing financial ground rules for increasing the odds of success, FPC works hand-in-hand with clients on their way to financial independence. We believe that plans rarely work but planning does. Luke DeBoer has a long history of guiding individuals, families, and corporations in multiple facets of financial planning, including investing, retirement planning, insurance, & employer benefits consulting. To support these efforts, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, completed the Certified Benefits Professional program, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota. His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for Delta Air Lines and for UnitedHealth Group, and as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings. Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages 6-15. They are members at Oakwood Community Church in Waconia. Luke also serves as a Board Member and the Treasurer of the Waconia public school district. Luke is a native Minnesotan, having grown up in the Elk River area.

General retirement planning Retirement income strategy Social Security optimization Executive Founder/Business Owner Baby Boomers (Born 1946-1964)
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Connor O

Series 65

Spring Park, MN

Crane Capital Management LLC

Connor Oak is a financial advisor at Crane Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial and Intrua Financial. Crane Capital Management provides investment management and financial planning services to individuals, families, business owners, corporations, and nonprofit organizations. The firm uses a “Family CFO” approach that integrates investments with tax strategy, estate planning, insurance, and business-transition planning, typically implementing client strategies through model portfolios or custom allocations using ETFs and individual securities.

Tax-loss harvesting Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired

Joel M

CFP®

Minnetonka, MN

Flames Financial Planning

Joel Miller, CFP®, is the founder of Flames Financial Planning, a modern, fee-only, flat-fee financial planning firm built to help individuals and families confidently build their future. Joel provides personalized financial planning, investment management, tax planning, and estate-planning guidance designed to bring every area of a client’s financial life together. His approach is relationship-driven, transparent, and focused on helping clients make intentional decisions, set bigger goals, and think long term. Joel founded Flames to create a new-age financial planning experience—one that combines professional expertise, modern technology, deeply personal guidance, and transparent flat-fee pricing. His mission is to simplify financial complexity and help clients steward their wealth with confidence, clarity, and purpose.

General retirement planning Roth conversion strategy General tax planning Wealth management Passive / index investing Retired Airline Pilot Doctor or Medical Professional Educators, Teachers, and Academics Government Employee Retired Religious/faith focused Married/Couples/Partners HENRY (High Earners, Not Rich Yet) Approaching retirement
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Ralph H

Series 63

Minnetrista, MN

Harrison Capital Management LLC

Ralph Harrison is the sole advisor at Harrison Capital Management LLC in Minnetrista, MN, holding a Series 63 designation with 43 years of industry experience. He has led his independent firm since 2001. Outside of his advisory work, he serves as a compensated member of the Mound Westonka School Board District #277. Harrison Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes customized portfolios primarily using exchange-traded funds along with select U.S. mid- to large-cap stocks, following ERISA fiduciary standards for retirement accounts.

General retirement planning
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Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Jon Brusven is a CFA® charterholder with 12 years of industry experience, currently serving at Longship Advisers, LLC, where he has worked since 2002. Outside of his advisory role, he acts as a financial advisor to the board of a waste-to-energy business, serves as an associate director for an annual nuclear utilities decommissioning conference, and holds board positions with early-stage medical device companies. Longship Advisers is a small, owner-operated investment adviser that provides consulting primarily to high-net-worth individuals. The firm focuses on developing investment plans, recommending and monitoring third-party managers, and does not take custody of client assets.

Private / alternative investments Wealth management
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