Chuck became the founding member of what is now known as CalmWater Financial Group upon moving to Norfolk, NE in 1993. Over the years, he has focused his energy and extensive investment knowledge on developing 21st-century financial strategies that are centered on his clients’ retirement needs and legacy goals. This unique approach to the financial planning process, along with his investment knowledge, has made Chuck a sought-after nationwide speaker. Following his desire to offer his clients versatility and a comprehensive knowledge spanning a broad range of financial planning ideas, Chuck completed the rigorous training to become a CERTIFIED FINANCIAL PLANNER™ practitioner in 1999. Since then, CalmWater Financial Group has grown to include six other CERTIFIED FINANCIAL PLANNER™ professionals, four Wealth Managers and nine support staff members.
The firm joined Commonwealth Financial Network® in August 2011, where Chuck has been recognized for his service to clients earning both the Chairman’s and Leaders distinctions. We are proud of Chuck for his service and dedication to his clients, which led him to earn these distinctions based on annual production, placing him among the top 3 percent of Commonwealth’s 1,700 financial advisors across the U.S. In addition, Chuck was honored to be recognized nationally by Forbes Magazine in February 2019 as he was named to the list of “Best-in-State Wealth Advisors.”
A longtime advocate for environmental conservation, Chuck served as a trustee for the Nebraska chapter of The Nature Conservancy. His love of the outdoors is something he enjoys sharing with those around him. In addition, Chuck serves his church as a member of the leadership and development team. Dedicated to impacting the next generation and making a difference in today’s youth, Chuck has served as the director of the Norfolk Youth Track Program which currently has more than 500 club members. His roots run deep with the sport of track and field—he became an eight-time NCAA All-American in college in the sprinting events. You may also see Chuck around the airport in his spare time, as he is also a licensed pilot.
Chuck is a graduate of the Nebraska Wesleyan University with a degree in business administration (finance). The Olsen family enjoys spending time together riding horses, boating, hunting, fishing and flying.
Chuck G. Olsen is proud to have been recognized as a Chairman’s Level advisor for 2018—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
*The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
How can we create financial confidence for you?
Calmwater Financial Group puts People First, using a clearly defined Process to give you greater clarity and confidence. Because of our independence, you also have access to a wider variety of non-proprietary Solutions, which support a Plan designed specifically for you and your loved ones.