Dale Skogstad, CFA, CFP®

Managing Director, Wealth

With Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations, Dale Skogstad brings a 360 degree view of wealth management in his role as Managing Director of Wealth at Olson Wealth Group, LLC.  With two decades of diverse industry experience and having worked with a wide range of clients from young entrepreneurs and founders to Fortune 500 executives, his knowledge expands beyond traditional planning to tax, insurance, charitable and estate planning strategies and more. This experience will be beneficial to the advisors he will be supporting at Olson Wealth Group.

A graduate of the University of Wisconsin-Eau Claire, he began his career with a global investment management firm where he was a Regional Director and served as an investment and strategy consultant to financial advisory firms across the Southeastern US while living in Austin, TX and Charlotte, NC.

Dale’s passion for this industry was spurred by his early life experiences.  He observed and learned from his father and grandfather, both being business owners.  The lessons learned firsthand of the advantages of having established a well-rounded financial plan and the consequences of not.

Dale is active in the local community, volunteering with Feed My Starving Children, Junior Achievement, Habitat for Humanity and The First Tee.  In his free time he enjoys traveling, spending time on the golf course, trying new restaurants and taking his Bernedoodle, Arnie, for walks around the lakes of Minneapolis.

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