Profile
Mr. Steve Olafson is Portfolio Administrator at Karstens Investment Counsel, Inc since May 2008.
He has spent eight years in the financial services industry and his experience includes account management and investment back office administration.
Mr. Olafson received his undergraduate degree from Creighton University.
He is a graduate of Creighton University with a degree in English.
He currently lives in Omaha.
Former positions of Steve Olafson
| Companies | Position | End |
|---|---|---|
Axos Clearing LLC
 Axos Clearing LLC Regional BanksFinance Founded in 2001, Legent Clearing LLC is a broker/dealer located in Omaha, Nebraska. The firm is a subsidiary of COR Securities Holdings, Inc. and their ultimate parent is COR Capital LLC. They provide trade execution, securities clearance and settlement processing services to brokers and dealers in the US. Legent Clearing's products and services include annuities, retirement plans services, technology solutions, product literature and technology demos. | Institutional Sales | 2008-04-29 |
Lutz Financial Services LLC
 Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Corporate Officer/Principal | 2004-06-29 |
Sage Partners LLC
 Sage Partners LLC Miscellaneous Commercial ServicesCommercial Services Sage Partners LLC is engaged in management consulting and venture development services. The company was founded by Thomas L. Doorley, John R. Gaulding and Edward F. West in 2001 and is headquartered in Wellesley Hills, MA. | Corporate Officer/Principal | 2004-02-28 |
Training of Steve Olafson
| Creighton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Sage Partners LLC
Sage Partners LLC Miscellaneous Commercial ServicesCommercial Services Sage Partners LLC is engaged in management consulting and venture development services. The company was founded by Thomas L. Doorley, John R. Gaulding and Edward F. West in 2001 and is headquartered in Wellesley Hills, MA. | Commercial Services |
Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Finance |
Axos Clearing LLC
Axos Clearing LLC Regional BanksFinance Founded in 2001, Legent Clearing LLC is a broker/dealer located in Omaha, Nebraska. The firm is a subsidiary of COR Securities Holdings, Inc. and their ultimate parent is COR Capital LLC. They provide trade execution, securities clearance and settlement processing services to brokers and dealers in the US. Legent Clearing's products and services include annuities, retirement plans services, technology solutions, product literature and technology demos. | Finance |
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