Greetings, to our current and prospective Chapter Members, and welcome to one of the American Financial Education Alliance (AFEA) Brookfield, WI #4707 Chapter’s website! 

As an IRS approved, 501(c)(3), Nonprofit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

AFEA specializes in providing high-level financial education classes and events at establishments of all types:

Libraries  ♦  Universities, Colleges, Junior Colleges  ♦  Businesses  ♦  Nonprofit and Fundraising Organizations

Class offerings include:

A Guide to 401k Rollovers  ♦ The ABCD’s of Medicare ♦  Advanced Estate Planning ♦ An Introduction to Annuities  ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning  ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income  ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care  ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options  ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.

Thank you for visiting your local Chapter’s website, we look forward to seeing you at a class soon!

Brad Olson has been in the Financial Services industry for over 35 years, where he managed a large bank investment program and a local regional firm. Brad was integral in designing programs to educate clients on how to meet their financial planning needs. In 2009, Brad founded his own firm with the sole purpose of meeting clients investing and financial planning needs with education and a personalized approach. The firm’s infrastructure provides experienced advisors the independence they want with the support they need. There are no shareholders, or board of directors to answer to, as they answer to their clients!

Brad has always been an advocate of the education process both personally and publicly. Personally, he has his degree in business from the University of Wisconsin-Whitewater, holds several security and insurance licenses and in 1994 completed his Certified Financial Planning (CFP) designation. For several years he wrote educational articles for a 50 Plus Newspaper and had a radio show “Financial Wellness”, both focused on educating investors. That is why he was so excited to be associated with AFEA, as he is adamant about providing education that is unbiased and not a “sales pitch”.

Brad has lived in southeastern Wisconsin all his life. He and his wife, Karen (a teacher), raised two kids and have been heavily involved in the community. By living with a teacher, he has seen firsthand the importance of education.  Brad helped Karen design a banking and finance unit that she used to teach her students the importance of money management and how it can make such a difference in their lives. Brad has been very involved in his church, the United Way and is currently on the board of the Salvation Army.

When Brad is not educating and working with his clients, he spends his down time running. He has done more than 50 marathons and half marathons.