Olivia Kuehl

Olivia Kuehl

Financial Assistant
825 Mormon Trek Blvd
Iowa City, IA 52246

Olivia Kuehl is Financial Assistant with GreenState Wealth Management.

Prior to joining GreenState Wealth Management, Olivia worked at MidAmerica Securities, a Private Investment Firm in Iowa City where she was the Chief Operating Officer. Olivia worked at MidAmerica Securities from 2012 - 2019 with Jim and James Wachendorf, who are now LPL Financial Advisors for GreenState Wealth Management. She has been in the financial services industry for more than 7 years. Additionally, Olivia enjoys being a volleyball coach at Iowa City West High School. Before working full time at MidAmerica Securities, Olivia served as the Metabolic and Bariatric Surgery Program Interim Coordinator at Mercy Hospital in Iowa City in addition to being a Health Educator for Health Solutions, L.L.C. in Cedar Rapids, IA.

Olivia graduated from the University of Iowa with a Bachelor of Arts Degree in Health and Human Physiology / Health Promotion and a Minor in Business Administration. She resides in Iowa City, Iowa where she was born and raised.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).Insurance products are offered through LPL or its licensed affiliates. GreenState Credit Union and GreenState Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using GreenState Wealth Management, and may also be employees of GreenState Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GreenState Credit Union or GreenState Wealth Management. The GreenState Wealth Management site is designed for U.S. residents only. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency		 Not Credit Union
Guaranteed		 Not Credit Union Deposits
or Obligations		 May Lose
Value


GreenState Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

1 - Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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