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Tyler Glenn Olson

Retirement And Wealth At Alliant, LLC

Wayne, PA

Houston, TX

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Current Employers
Retirement And Wealth At Alliant, Llc

565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-11-20
  • IA RA
    APPROVED
    Since 2024-11-20

Branch Locations

565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States

800 Gessner, Ste 300, Houston, TX 77024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alliant Retirement Consulting Houston TX 07/2024 Present
Transamerica Cedar Rapids IA 04/2017 07/2024
Peoples Bank Indianola IA 05/2016 12/2016
Henderson Basketball Training Iowas City IA 12/2016 04/2017
  • 07/2024 → Present
    Alliant Retirement Consulting
    Houston, TX
  • 04/2017 → 07/2024
    Transamerica
    Cedar Rapids, IA
  • 05/2016 → 12/2016
    Peoples Bank
    Indianola, IA
  • 12/2016 → 04/2017
    Henderson Basketball Training
    Iowas City, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-05
  • S65 Uniform Investment Adviser Law Examination
    2024-08-05

View on SEC IAPD

Other Firms

ADDIS & HILL, INCORPORATED
CHARLES SCHWAB & CO., INC.
PNC WEALTH MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
TODOROW CAPITAL PARTNERS LLC
HARVEST FUND ADVISORS LLC
ACT CAPITAL MANAGEMENT, LLC
FOCUS PARTNERS WEALTH, LLC

Other Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS
Flynn Michael Ryan
DANIEL BROOKS
PETER MASTROMARCO
KENNETH WAYNE LISKEY
Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
FOCUS PARTNERS WEALTH, LLC · Wayne, PA

More in Wayne, PA

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