Darrel H. Olson

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CRD#: 2207048

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Darrel Herman Olson II, who also goes by Darrel Herman Olson, was a registered financial professional .

Darrel is a previously registered financial professional and started their career in finance in 1992. Darrel had worked at 8 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Darrel Herman Olson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 8, 2018 - December 31, 2021

CAPITAL SYNERGY PARTNERS

CRD#: 148733

IRVINE, CA

Past

March 23, 2015 - July 5, 2016

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

January 30, 2014 - December 31, 2014

CAPITAL SYNERGY PARTNERS

CRD#: 148733

REDLANDS, CA

Past

December 23, 2013 - February 4, 2014

PARK AVENUE SECURITIES LLC

CRD#: 46173

IRVINE, CA

Past

September 3, 2010 - December 16, 2011

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

January 15, 2010 - April 5, 2010

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

SAN BERNARDINO, CA

Past

May 16, 2002 - January 19, 2010

ARROWHEAD INVESTMENT CENTER, LLC

CRD#: 41435

SAN BERNARDINO, CA

Past

June 11, 1999 - April 26, 2002

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

October 15, 1993 - May 26, 1999

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

October 13, 1992 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

Series 63

Date: 10/5/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/9/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CAPITAL SYNERGY PARTNERS

CAPITAL SYNERGY PARTNERS | CAPITAL SYNERGY PARTNERS, INC.

CRD#: 148733 / SEC#: 801-117828, 8-68060

RIA

Registered Investment Advisory firm - SEC (5/11/2020 Terminated)

Arizona

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

Arkansas

Registered Investment Advisory firm - SEC (5/27/2011 Approved)

California

Registered Investment Advisory firm - SEC (5/23/2011 Approved)

Colorado

Registered Investment Advisory firm - SEC (11/5/2021 Terminated)

Connecticut

Registered Investment Advisory firm - SEC (7/9/2018 Approved)

District of Columbia

Registered Investment Advisory firm - SEC (5/5/2011 Approved)

Florida

Registered Investment Advisory firm - SEC (10/10/2017 Approved)

Georgia

Registered Investment Advisory firm - SEC (4/28/2011 Approved)

Idaho

Registered Investment Advisory firm - SEC (6/24/2011 Approved)

Indiana

Registered Investment Advisory firm - SEC (6/24/2013 Approved)

Iowa

Registered Investment Advisory firm - SEC (5/26/2011 Approved)

Louisiana

Registered Investment Advisory firm - SEC (1/10/2013 Approved)

Massachusetts

Registered Investment Advisory firm - SEC (9/26/2011 Approved)

Michigan

Registered Investment Advisory firm - SEC (1/18/2018 Approved)

Minnesota

Registered Investment Advisory firm - SEC (3/10/2015 Approved)

Missouri

Registered Investment Advisory firm - SEC (8/10/2018 Approved)

Montana

Registered Investment Advisory firm - SEC (12/22/2010 Approved)

Nebraska

Registered Investment Advisory firm - SEC (2/24/2012 Approved)

Nevada

Registered Investment Advisory firm - SEC (6/28/2012 Approved)

New Jersey

Registered Investment Advisory firm - SEC (3/29/2011 Approved)

North Carolina

Registered Investment Advisory firm - SEC (10/12/2011 Approved)

Ohio

Registered Investment Advisory firm - SEC (1/6/2012 Approved)

Oklahoma

Registered Investment Advisory firm - SEC (3/9/2018 Approved)

Oregon

Registered Investment Advisory firm - SEC (6/23/2015 Approved)

Pennsylvania

Registered Investment Advisory firm - SEC (3/5/2012 Approved)

South Carolina

Registered Investment Advisory firm - SEC (10/5/2011 Approved)

Texas

Registered Investment Advisory firm - SEC (10/26/2016 Approved)

Wisconsin

Registered Investment Advisory firm - SEC (8/1/2011 Approved)

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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

2860 Michelle Drive, Suite 150, Irvine, CA 92606

Mailing Address

2860 Michelle Drive, Suite 150, Irvine, CA 92606

Phone number

(949) 442-7413

Established

California since 01/14/1999

Firm type

Corporation

Fiscal year end

September

Firm Size

Small

# of Employees

FINRA licenses (50 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
ANDREW A. HOLDEN FAMILY TRUST 12/20/2000	OWNER
EIDAROUS, REYHEENA MARIA	FINOP	4219599
GANDY, MATTHEW AUSTIN	PRINCIPAL	7007855
HOLDEN, ANDREW ALAN	TRUSTEE & PRESIDENT	3098455
SNIDER, RONALD EDWARD	PRINICPAL	2629896
STALEY, TIMOTHY ROY	CHIEF COMPLIANCE OFFICER & AML OFFICER	1663927

Regulatory assets under management

Total Number of Accounts	386
AUM (Assets Under Management)	$ 89,105,726

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.

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Advisor Monitoring

Firm Stability Insights

Darrel H. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STATE FARM VP MANAGEMENT CORP.

CAPITAL SYNERGY PARTNERS

PARK AVENUE SECURITIES LLC

CETERA WEALTH SERVICES, LLC

ESSEX NATIONAL SECURITIES, LLC

ARROWHEAD INVESTMENT CENTER, LLC

CETERA WEALTH SERVICES, LLC

VOYA FINANCIAL PARTNERS, LLC

AETNA LIFE INSURANCE AND ANNUITY COMPANY

State Registrations and Notice Filings

Exams

Series 63

Date: 10/5/1999

SIE

Date: 10/1/2018

Series 6

Date: 10/9/1992

Current Firm

CAPITAL SYNERGY PARTNERS

Contact information

FINRA licenses (50 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

CAPITAL SYNERGY PARTNERS

TRUST BUT VERIFY

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