Robert Dale Olvera

Current Employers

Employment History

• 01/2015 → 01/2017
  Allstate Financial Services
  Overland Park, KS
• 01/2017 → 02/2020
  Ameriprise Financial Services Inc
  Overland Park, KS
• 02/2020 → 03/2021
  Raymond James Financial Services, Inc
  Overland Park, KS
• 02/2020 → 03/2021
  Raymond James Financial Services Advisors, Inc
  Overland Park, KS
• 04/2021 → Present
  Creativeone Securities, Llc Formerly Client One Securities, Llc
  Overland Park, KS

Previous Registrations

• 2020-02-20 → 2021-04-19
  Raymond James Financial Services Advisors, Inc
  Overland Park, KS
• 2017-01-06 → 2020-02-26
  Ameriprise Financial Services, Llc
  Overland Park, KS
• 2015-01-15 → 2017-01-18
  Allstate Financial Advisors, Llc
  Overland Park, KS
• 2008-12-15 → 2014-12-03
  Eagle Strategies Llc
  Overland Park, KS

Other Businesses

1.) RSL Financial Management; Investment-Related; 2550 W Union Hills Dr, Phoenix, AZ 85027; Financial Services; Advisor; 04/2021; 160 hrs/mo; 150 hrs/mo; Provide Securities and Advisory Services to clients. 2.) Robert Olvera; Investment-Related; 12506 S Alcan Cir, Olathe, KS 66061; Fixed Insurance; Agent; 04/2003; 160 hrs/mo; 150 hrs/mo; Provide Fixed Insurance Services to clients. 3.) National Association of Insurance and Financial Advisors (NAIFA); Not Investment-Related; 825 S Kansas Ave, Topeka, KS 66612; Non-Profit Organization; Board Member; 06/2015; 0 hrs/mo; 0 hrs/mo; Voting Member of the Board. 4.) National Association of Insurance and Financial Advisors (NAIFA); Not Investment-Related; 825 S Kansas Ave, Topeka, KS 66612; Non-Profit Organization; Investment Committee; 01/2026; 1-2 hrs/mo; 0-1 hrs/mo; Oversee approximately $120,000 association trust fund

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-10
• S63 Uniform Securities Agent State Law Examination
  2003-05-20

Other Names

• Bob Olvera
• Robert D Olvera