Daniel Oleson, NSSA® & IRMAACP™ Advisor · Omaha, NE
Daniel Oleson
Investment Advisor Representative, Stonebridge Wealth Systems, LLC
Professional Profile
Daniel has joined Stonebridge Wealth Systems, LLC as a Financial Advisor, based in the Omaha office. In this role, Daniel supports senior advisors throughout the financial planning process, contributing his skills and dedication to help clients achieve their financial goals.
Originally from northwest Iowa, Daniel now calls Omaha home. He met his wife, Nicole, in 2018 while traveling for work, and the two enjoy spending their time exploring the outdoors, traveling, and visiting family. Over the past year, Daniel and Nicole have enjoyed road trips through seven western states, visiting three national parks, and "camping" in a converted van, along with trips to Branson to see their nieces and nephews.
Having earned the NSSA® Social Security certification and the IRMAA Certified Planner (IRMAACP™) program, Daniel Oleson is equipped to guide clients through complex Social Security and Medicare decisions.
Daniel is excited to be part of the Stonebridge team and looks forward to helping clients financially plan for a successful and fulfilling future.
Disclosure
<p>Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents.</p> <p>The information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Stonebridge Wealth Systems, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency.</p>
Contact Daniel
How an ARPI-Certified Advisor Can Help You
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.
