Olivia Kuehl

Supervisor Wealth Operations

Wealth Management

825 Mormon Trek Blvd, Iowa City, IA 52246

Olivia Kuehl serves as the Supervisor of Wealth Operations at GreenState Wealth Management, where she leads the operational support functions that help advisors deliver exceptional service to members. In this role, Olivia oversees the Advisor Assistant team, manages advisor training and onboarding, and supports key operational areas, including asset transfers, workflow optimization, and process development. She is dedicated to building efficient, member‑focused systems that enhance both the client and advisor experience.

Before joining GreenState in 2019, Olivia served as the Chief Operating Officer at MidAmerica Securities Management Company, where she oversaw firm operations, advisor support, compliance processes, and the implementation of strategic initiatives. With 15 years of experience in the wealth management and investment industry, she brings a deep understanding of operational excellence, advisor needs, and client‑service best practices.

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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

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Not Credit Union Deposits or Obligations

May Lose Value

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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.

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Olivia Kuehl