Steve Olafson

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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 Provides clearing and custody solutions	Institutional Sales	30/04/2008
Lutz Financial Services LLC Lutz Financial Services LLC Investment ManagersFinance Lutz Financial creates investment solutions to fit their client’s unique characteristics and needs. The firm’s approach is disciplined by design and seeks to maximize diversification and tax efficiency while minimizing costs. They build portfolios using traditional mutual funds and exchange-traded funds. Ongoing research and analysis are conducted to ensure they balance the tradeoff between risk and return.	Corporate Officer/Principal	30/06/2004
Sage Partners LLC Sage Partners LLC Miscellaneous Commercial ServicesCommercial Services Offers management consulting and venture development services	Corporate Officer/Principal	29/02/2004

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Linked companies

Private companies	4
Axos Clearing LLC Axos Clearing LLC Regional BanksFinance Provides clearing and custody solutions	Finance
Sage Partners LLC Sage Partners LLC Miscellaneous Commercial ServicesCommercial Services Offers management consulting and venture development services	Commercial Services
Creighton University Creighton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Lutz Financial Services LLC Lutz Financial Services LLC Investment ManagersFinance Lutz Financial creates investment solutions to fit their client’s unique characteristics and needs. The firm’s approach is disciplined by design and seeks to maximize diversification and tax efficiency while minimizing costs. They build portfolios using traditional mutual funds and exchange-traded funds. Ongoing research and analysis are conducted to ensure they balance the tradeoff between risk and return.	Finance