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Anthony O

Series 66

Omaha, NE

Wells Fargo Advisors

Anthony Olsen is a financial advisor at Wells Fargo Advisors in Omaha, NE, holding a Series 66 designation with 14 years of industry experience. He has worked within various Wells Fargo entities since 2012. Outside of his advisory role, Olsen serves as co-treasurer for Westside Swim/Dive, a community swim and dive organization. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to client needs, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jamie M

Series 66

Omaha, NE

Wells Fargo Advisors

Jamie Masilko is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 designation and has previously worked at First Investments & Planning and Raymond James Financial Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Marla O

Series 63, Series 66, Series 65

Omaha, NE

Wells Fargo Advisors

Marla Olsen is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her career includes over 17 years with Wells Fargo entities prior to her current role, and she serves as a co-treasurer for a local high school swim and dive team. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, using proprietary research and tools, with clients having the flexibility to implement recommendations through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Mary H

Series 63, Series 65

Omaha, NE

Wells Fargo Advisors

Mary Herzberg is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. She has held various roles within Wells Fargo firms since 2009. In addition to her advisory work, she co-owns H20 Wealth Management LLC, operating under Herzberg Olsen Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs analysis. The firm combines research-driven recommendations with brokerage and advisory programs to provide tailored client solutions.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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