Loren W. Olson

RETIREMENT RESOURCES

Overland Park, KS 66212

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CRD#: 1245513

Professional summary

Loren Wallace Olson is a registered financial advisor currently at RETIREMENT RESOURCES INC. located in Overland Park, Kansas.

Loren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Loren has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RETIREMENT RESOURCES INC. OVERLAND PARK KS,INVESTMENT RELATED,OWNER, REGISTERED INVESTMENT ADVISOR. LIFE AND HEALTH INSURANCE AGENT WITH VARIOUS INSURANCE COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Loren Wallace Olson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 5, 2013 - Present

RETIREMENT RESOURCES INC.

Office #1: 10551 Barkley St. Suite 104, Overland Park, KS 66212

RIA

CRD#: 107996

Overland Park, KS

Past

December 1, 2016 - October 15, 2024

B.B. GRAHAM & COMPANY, INC.

CRD#: 41533

Overland Park, KS

Past

March 31, 2006 - January 30, 2015

MOLONEY SECURITIES CO., INC.

CRD#: 38535

OVERLAND PARK, KS

Past

June 7, 2005 - April 4, 2006

WATERSTONE FINANCIAL GROUP, INC.

RIA

CRD#: 10078

OVERLAND PARK, KS

Past

April 27, 2005 - May 21, 2012

HERITAGE CAPITAL MANAGEMENT INC

RIA

CRD#: 110383

OVERLAND PARK, KS

Past

June 25, 2004 - December 31, 2012

RETIREMENT RESOURCES INC.

RIA

CRD#: 107996

OVERLAND PARK, KS

Past

September 1, 1999 - April 4, 2006

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

BOSTON, MA

Past

March 23, 1993 - June 3, 2004

RETIREMENT RESOURCES INC.

RIA

CRD#: 107996

OVERLAND PARK, KS

Past

July 1, 1992 - August 30, 1999

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

March 16, 1984 - July 7, 1992

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(2/5/2013)

IAR

Missouri
(4/29/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/15/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/15/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/15/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/27/1999

General Securities Principal Examination

Current Firm

RETIREMENT RESOURCES INC.

RETIREMENT RESOURCES INC | RETIREMENT RESOURCES INC.

CRD#: 107996 / SEC#: 801-56380

RIA

Registered Investment Advisory firm - (6/3/2004 Terminated)

Kansas

Registered Investment Advisory firm - (7/19/2004 Approved)

Missouri

Registered Investment Advisory firm - (4/22/2013 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

10551 Barkley St. Suite 104, Overland Park, KS 66212

Mailing Address

Phone number

(913) 387-0117

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 7,800,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Loren W. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Loren Wallace Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

B.B. GRAHAM & COMPANY, INC.

MOLONEY SECURITIES CO., INC.

WATERSTONE FINANCIAL GROUP, INC.

HERITAGE CAPITAL MANAGEMENT INC

RETIREMENT RESOURCES INC.

WATERSTONE FINANCIAL GROUP, INC.

RETIREMENT RESOURCES INC.

OSAIC WEALTH, INC.

MONY SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/1992

Series 63

Date: 3/15/1984

SIE

Date: 10/1/2018

Series 7

Date: 4/15/1999

Series 6

Date: 3/15/1984

Series 24

Date: 5/27/1999

Current Firm

RETIREMENT RESOURCES INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT RESOURCES INC.

TRUST BUT VERIFY

Contact information

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