
William (Bill) Olsenemail
Asset Strategies Group
Austin, TX 78746
Professional Story
Bill Olsen has over 30 years of experience in the financial services industry – acting as agent, financial advisor, sales manager and managing partner at various firms.
In 2004, Bill established Asset Strategies Group, LLC with the philosophy of "advocating for the financial future of others, through the creation and preservation of wealth, while always helping to insure the protection of families, businesses and those who depend on us."
Bill received his Chartered Life Underwriter (CLU) designation in 2002 and holds the FINRA Series 7 (General Securities Representative), 65 (Uniform Investment Advisor Law Examination) and 24 (General Securities Principal) registrations.
Bill gives back to the community. He enjoys travel, real estate investing, spending time with his wife Audrey at their Country Home in Dripping Springs Texas, and visiting his two adult children.
Languages: English
Credentials: CLU®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Charitable Giving, Business Succession Planning, Estate Planning, Financial Education, Risk Management Strategies, Student Loan Refinancing, Financial Planning
Check the background of this investment professional on FINRA's BrokerCheck