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A Paul Olsen

Senior Vice President - Investments, Branch Manager at Benjamin Edwards Inc.

Madison, WI , United States

About

A. Paul Olsen serves as Senior Vice President - Investments and Branch Manager at Benjamin F. Edwards & Co. in Madison, Wisconsin, where he leads the firm’s Madison branch and manages investment services for a broad client base. He is responsible for overseeing branch operations, delivering comprehensive financial solutions, and guiding clients through complex investment decisions with a client-first approach.

Olsen’s investment focus encompasses wealth management, asset allocation, retirement planning, equities, alternative investments, and estate planning strategies, addressing the unique needs of individuals, business owners, and affluent investors. He also provides expertise in advisory services, charitable planning, and portfolio construction, leveraging a deep knowledge of both traditional and alternative asset classes.

With over 30 years in financial services, Olsen began his career in 1980 at R.W. Baird, later joining A.G. Edwards, where he became branch manager for Madison before the firm’s acquisition by Wells Fargo Advisors. He holds an M.A. and PhD in Comparative Literature from the University of Wisconsin-Madison and a B.A. from CUNY-Brooklyn College, and is recognized for his leadership and commitment to integrity and trusted financial guidance in the investment industry.

Career History

OrganizationRoleDate RangeDetails
Benjamin F. Edwards & Co.Senior Vice President - Investments, Branch ManagerDec 2009 to Present
Wells FargoRegistered Principal, FiNetAug 2009 to Dec 2009
Wells FargoVice President, Branch Manager (Wachovia)Jan 2008 to Aug 2009
A.G. Edwards & Sons, Inc.Vice President, Branch ManagerJul 1996 to Dec 2007
Branch Manager
Robert W. BairdVice PresidentJan 1980 to Jul 1996
U. S. ArmySpec. 5 and E5Aug 1967 to Jul 1969

Education

University of Wisconsin-Madison

M.A., PhD, Comparative Literature

1971 1988

City University of New York-Brooklyn College

B. A., Comparative Literature

1969 1971

Augusta College

None

1967 1968

Harpur College

None

1964 1966

Skills & Expertise

Portfolio Management
Series 7
Investments
Mutual Funds
Securities
Retirement Planning
Team Building
Microsoft Office
C++
Attorney
Microsoft Excel
Customer Service
Troubleshooting
Microsoft Word

Others at Benjamin Edwards Inc. (47)

NameRoleLocation
Adpa Theresa Clemmons
Adpa Theresa Clemmons
Branch Manager, Senior Vice President - InvestmentsChandler, AZ , United States
A
Allen Catalanotto
Senior Vice President-Investments and Branch ManagerMandeville, LA , United States
Anne McCarver
Anne McCarver
Senior Vice President- InvestmentsMiddletown, RI , United States
Bill Hornbarger
Bill Hornbarger
Chief Investment OfficerSt. Louis, MO , United States
Brent Wilhelm
Brent Wilhelm
Vice President - InvestmentsBelleville, IL , United States
Bridget Weatherly
Bridget Weatherly
Senior Vice President – Investments and Branch ManagerBiloxi, MS , United States
Chris McNew
Chris McNew
Senior Vice President - Investments, Branch ManagerHarrison, AR , United States
Cliff Laine
Cliff Laine
Vice President - InvestmentsPeoria, IL , United States
D
Dave Brumme
Vice President Investments and Financial ConsultantSpringfield, IL , United States
David Moreno
David Moreno
Associate Vice President - InvestmentsDenver, CO , United States
Showing 1-10 of 47 team members