Corey's investment career began in 1992 in the field of private equity, specializing in commercial real estate development. He is the owner of Olson Heimensen Retirement & Wealth Planning, holding Securities Registrations 7, 63, and 66. Corey has also earned the Accredited Investment Fiduciary (AIF) designation.
Through Securities America, Inc., a registered broker dealer, Olson Heimensen Retirement & Wealth Planning provides a full range of securities products. The firm also works with various CPAs and attorneys on tax minimization strategies as well as wealth transfers.
Corey earned a degree in Finance from Buena Vista University. In his leisure time, he enjoys boating, reading, and attending sporting events as well as volunteering his time to further local youth sports leagues. Corey resides in Rock Rapids, Iowa with his wife and three children.