Menu

Accolades

Sharon Olson recognized as a Trust and Estate Practitioner (TEP) by STEP, the global professional body for trust and estate advisors.

2024

 

Sharon Olson and team were named to LPL’s Chairman Council

LPL Financial
2023
This honor is only given to the top 150 advisors out of LPL’s 20,000 advisors. 

Sharon Olson awarded the Notable Women in Finance Award

LPL Financial
2023

Named to LPL’s Chairman’s Club for 7 Years

LPL Financial
2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
This recognition is based on the advisor’s annual production, ranked among all registered advisors supported by LPL.

Young President’s Family Office Network

2000-2023

Young President’s Family Office Forum

2022

Twin Cities Notable Leader in Finance

Minneapolis St. Paul Magazine, Twin Cities Businesses
2021
To qualify for this award, recipients must be serving in a C-suite or senior-level finance role in Minnesota, have at least five years of experience in finance and have shown the ability to create significant, positive, and measurable results in their field.

Twin Cities “Five-Star Wealth Manager” for 12 Years

Minneapolis St. Paul Magazine, Twin Cities Businesses
2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
The award is based on ten objective criteria associated with providing quality services to clients, such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five-Star Wealth Managers.

Top Women in Finance Hall of Fame Award

Finance & Commerce
2016
*Only three women have been inducted into the Hall of Fame in the history of the Top Women in Finance award.

Top Women in Finance Award

2005, 2012, 2016
Minnesota-based Finance and Commerce magazine recognizes women who are making an impact not only in their professions but also in their communities.

Top 401k Adviser

Financial Times Magazine
2015

Exemplary Advisor

NABCAP
2012

Enterprising Women of the Year

Enterprising Women
2008
Enterprising Women recognizes women who have fast-growing businesses, mentor or actively support women and girls in entrepreneurship, and stand out as leaders in their communities.

Top 100/250 Exclusive Financial Advisors

Worth Magazine

1: Based on the advisor’s annual production ranked among all registered advisors supported by LPL.
2: Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
3: Finance and Commerce Magazine, based in Minnesota, recognizes women who are making an impact not only in their professions but also in their communities in Minnesota
4: Finance and Commerce recognizes women who have been named Top Women in Finance honorees a second time.
5: Finance and Commerce Magazine, based in Minnesota, recognizes women who are making an impact not only in their professions but also in their communities in Minnesota
6: Enterprising Women recognizes women who demonstrate fast growing business, mentor or actively support women and girls involved in entrepreneurship, and standout as leaders in their communities.

Securities offered through LPL Financial. Member FINRA/SIPC.
Check the background of this investment professional on FINRA’s BrokerCheck.

Member of Forbes Finance Council

2022, 2023
Forbes Council/ View Profile Here

Member of Business Journal Trust

Minneapolis/St. Paul Business Journal Leadership Trust/ View Profile Here

Wings for Widows Advocate

2023
Sharon Olson offers pro bono service to Wings for Widows, a non-profit which helps newly widowed men and women navigate the financial trauma of loss.

Sharon Olson Earns CEPA Designation

2021
The Certified Exit Planning Advisor program certifies advisors who work closely with owners of privately held companies. The program’s organizing principle is Master Planning, the alignment of the three legs of the stool (business, personal, financial), executed through the implementation of a process called the Value Acceleration Methodology™.

Twin Cities “Five-Star Wealth Manager” for 12 Years

Minneapolis St. Paul Magazine, Twin Cities Businesses
2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
The award is based on ten objective criteria associated with providing quality services to clients, such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five-Star Wealth Managers.

LPL & Its Advisors Named #1 in Customer Loyalty

2018
Findings in Investor Brand Builder™, a Cogent Reports™ study of 4,408 affluent investors, was released by Market Strategies International. LPL Financial Group has appeared on this list for the past three years.

The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.