CURTIS OLSON
Invesco
As a Certified Exit Planning Advisor (CEPA®), Curtis Olson is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Curtis Olson - CEPA, CIMA, CPWA, RMA - Invesco - Minneapolis, Minnesota, city=Minneapolis, display_country=United States, hs_object_source_label=IMPORT, url_slug=curtis-olson, lname=Olson, designations=[CEPA, CIMA, CPWA, RMA], hs_object_source_id=32103053, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20OCTOBER%202022/OLSON_CURTIS_CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-October-2022.pdf, hs_created_by_user_id=26263591, hs_createdate=1675266614670, cohortium_profile_title=Curtis Olson | Other at Invesco | CEPA Connect Member, state=Minnesota, hs_was_imported=true, id=5015880707, designations__text_=CEPA, CIMA, CPWA, RMA, advisor_type=Other, custom_page_title=Exit Planning Institute - Find a CEPA | Curtis Olson, email=curtis.olson@invesco.com, cohortium_meta_description=Connect with Curtis Olson, a specialized Other working with Invesco based in Minnesota. Credentials include: CEPA, CIMA, CPWA, RMA., associated_contact_record_id=15936101, website=https://www.invesco.com/corporate/en/home.html, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20OCTOBER%202022/4308_Olson_CEPA-Certificate-2022-October.pdf, is_editable=editable, url_slug_2=curtis-olson, impersonate_user_url=https://exit-planning-institute.org/member-detail/curtis-olson?impersonation=true, full_name=Curtis Olson, hs_lastmodifieddate=1764932350252, phone=(978) 500-0605, company_name=Invesco, name=Curtis, hs_object_id=5015880707, associated_resources=0, hs_object_source=IMPORT, postal_code=55424, hs_object_source_user_id=26263591, status=Published, hs_updated_by_user_id=61653037}
- Advisor Type: Other
- Website:
https://www.invesco.com/corporate/en/home.html - Phone: (978) 500-0605
- City: Minneapolis
- State: Minnesota
- Postal Code: 55424
- Country: United States
- Designations: CEPA, CIMA, CPWA, RMA
- Markets Served:
- Company Name: Invesco

