Kyle Olson, CFP®, ChFC®

Principal

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Biography
Education & Other Highlights
Location(s)

Kyle Olson is a wealth management financial advisor based in Minnetonka, MN.

Kyle joined CAPTRUST in 2023 from QA Wealth Management. As a principal, he primarily serves Big Four tax, audit, and consulting clients, helping them plan for and achieve their financial goals. Kyle has been working in the industry since 2001.

He holds a Bachelor of Science degree in finance from North Park University and the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®). Kyle is involved in the community through his church, where he serves as a board member and high school mentor. Outside of the office, he enjoys skiing, spending time on the lake, and outdoor adventures with his wife Tricia, and their three kids.

Education

  • Bachelor of Science degree in finance from North Park University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant®

Memberships

  • Board member, Plymouth Covenant Church

Resources

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