Meet Our Team
Jordan Olson
Director of Investment Services
Jordan Olson is a dynamic financial planner with over a decade of experience helping individuals, families, and businesses achieve their financial goals. As the Director of Investment Services, Jordan brings a strategic and client-centered approach to wealth management, specializing in retirement planning, tax-smart investing, and long-term financial growth. His leadership is grounded in a deep understanding of market dynamics and a commitment to delivering tailored solutions that align with each client’s unique needs.
Throughout his career, Jordan has earned a reputation for integrity, clarity, and results-driven guidance. He works closely with clients to simplify complex financial decisions, empowering them with the knowledge and confidence to make informed choices. Under his direction, the investment services team is focused on building lasting relationships rooted in trust and transparency.
Jordan is a Certified Financial Planner™ who is passionate about financial literacy and believes in the power of proactive planning to create lasting impact. Away from the office, Jordan is a busy husband and father who enjoys being involved with his children’s activities. He is also an avid runner who can often be found on the trails. He recently completed an Ultra Team (6-person) Minnesota Ragnar Race, running from St. Paul to Duluth.
Broker Check
Securities and advisory* products offered through Principal Securities, Inc., Member SIPC, Member of the Principal Financial Group®, Des Moines, IA 50392. Bob Felix, Principal Securities Registered Representative and Financial Advisor. Sean Artley, Principal Securities Registered Representative. St. Cloud Investment Services is not an affiliate of the Principal Financial Group®
Bob Felix
Financial Advisor
Bob Felix is a seasoned financial services professional with more than 25 years of experience in the industry. He assists members and the community in their pursuit of financial growth and future planning.
At St. Cloud Financial Investment Services, Bob leads the financial services area as Financial Advisor while offering personalized investment, retirement and insurance services to help members reach their goals and aspirations. Bob specializes in helping individuals plan for retirement, walking them through numbers but more importantly connecting with individuals in providing advice that aligns with their long-term goals.
Bob takes pride in connecting with members throughout the community, getting to know them better and ultimately understanding their situation in life so he can provide advice with their best interests in mind. Bob is here for members to create a plan they are comfortable with and gives them confidence in their financial future.
Outside of the office, Bob enjoys camping, singing and playing volleyball, pickleball and golf. He enjoys volunteering and being active in the community as much as possible and is a board member for a local church organization.
Broker Check
Securities and advisory* products offered through Principal Securities, Inc., Member SIPC, Member of the Principal Financial Group®, Des Moines, IA 50392. Bob Felix, Principal Securities Registered Representative and Financial Advisor. Sean Artley, Principal Securities Registered Representative. St. Cloud Investment Services is not an affiliate of the Principal Financial Group®
Sean Artley
Financial Representative
Sean Artley is a financial services professional with a strong focus on relationship management and community-driven financial growth. As a Financial Representative at St. Cloud Financial Investment Services, Sean plays a key role in expanding the credit union’s reach by cultivating strategic relationships with individuals and businesses. He specializes in connecting clients with tailored financial solutions.
With more than two decades of business leadership experience, Sean brings a real-world understanding of both personal and commercial financial needs. His passion for helping others achieve financial wellness drives his efforts to grow his business and build long-term, trusted relationships across Central Minnesota.
Sean is known for his commitment to service, integrity, and economic development. His approach combines proactive outreach with deep community involvement, making him a vital connector between local businesses and the financial tools that fuel their growth.
Before entering the financial industry, Sean built a successful track record as a multi-business owner and operator. Sean’s career reflects a deep commitment to service, entrepreneurship, and community involvement. His unique blend of experience positions him as a trusted professional and advocate for local economic growth.
Broker Check
Securities and advisory* products offered through Principal Securities, Inc., Member SIPC, Member of the Principal Financial Group®, Des Moines, IA 50392. Bob Felix, Principal Securities Registered Representative and Financial Advisor. Sean Artley, Principal Securities Registered Representative. St. Cloud Investment Services is not an affiliate of the Principal Financial Group®
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Securities and advisory services are offered through Principal Securities, Inc, member SIPC., a registered investment advisor and broker-dealer registered with the U.S. Securities and Exchange Commission. Insurance products are offered through Principal National Life Insurance Company (except NY) and Principal Life Insurance Company®. Referenced companies are members of the Principal Financial Group®, Des Moines, IA.
Registered representatives of Principal Securities, Inc. are not employees of St. Cloud Financial Credit Union. St. Cloud Financial Credit Union and St. Cloud Financial Investment Services are not registered as a broker-dealer or investment advisor. These products and services are being offered through Principal or its affiliates, which are separate entities from, and not affiliates of, St. Cloud Financial Credit Union or St. Cloud Investment Services.
Principal Securities 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.
This endorsement is provided by St. Cloud Financial Credit Union ("Promoter"), who is not a current client or investor of Principal Securities, inc. Promoter receives a percentage of compensation in return for their endorsement if you become a client of Principal Securities, Inc. Promoter will receive up to 86% of gross compensation. Promoter's receipt of cash compensation creates an incentive for the Promoter to refer you to Principal Securities® rather than other investment adviser representatives with which it does not have a simiar referral agreement, resulting in a conflict of interest for the Promoter.
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4801689-092025
3030 1st Street South St. Cloud, MN 56301