Kevin Olson, ChFC®, CLU® in

Kevin Olson, ChFC®, CLU®

Questioner · DISC type c
Partner & Private Wealth Advisor at Next Phase Advisory Group, a Northwestern Mutual Private Client Group
📍 Downers Grove, Illinois, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
35 Years
Current Role
Partner & Private Wealth Advisor
Job Level
Leadership
Location
Downers Grove, Illinois, United States
Personality Overview

How Kevin shows up

Price-Sensitive
Not Easily Convinced
Cautious & Analytical

They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Kevin cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2025
Partner & Private Wealth Advisor
Next Phase Advisory Group, a Northwestern Mutual Private Client Group
9-1990
Co-Founder and Private Wealth Advisor
Next Phase Advisory Group
1-1990
Co-Founder and Private Wealth Advisor
Northwestern Mutual Private Client Group
1990 - 2010
Financial Representative
Northwestern Mutual Private Client Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1986 - 1990
B.S.
Valparaiso University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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