Eric Lee Olson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1997 → Present
  Retirement Resources, Inc
  Jacksonville, FL
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Jacksonville, FL
• 11/2018 → Present
  Osaic Wealth, Inc.
  Jacksonville, FL

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Jacksonville, FL
  Charlotte, NC
• 2009-09-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Jacksonville, FL
  Charlotte, NC
• 2008-10-30 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1. ERIC L. OLSON POSITION: writer NATURE: Sole proprietorship. I write books from time to time. I have a few books on Amazon.com INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 2427 Hampton Falls Dr. West, Jacksonville FL 32224, United States DESCRIPTION: I have written a few books. I am not really working on anything right now, but I have books on Amazon.com. 2. RETIREMENT RESOURCES, INC. POSITION: President NATURE: Corporation (DBA approved by B/D) INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2016 ADDRESS: 6821 Southpoint Dr. North, Suite 124, Jacksonville FL 32216, United States DESCRIPTION: Fixed Insurance Sales Insurance/Retirement 3. ERIC FURY POSITION: Singer NATURE: Band INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1992 ADDRESS: 2427 Hampton Falls Dr W, Jacksonville FL 32224, United States DESCRIPTION: I haven't played a paying gig in a few years. But, I don't eliminate the possibility, so I'd rather disclose it than not. 4. RETIREMENT RESOURCES, INC. POSITION: President NATURE: We created this entity to use as a doing business as name. This is how we advertise and present ourselves to the public for our securities business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2016 ADDRESS: 6821 Southpoint Dr. N. Suite 124, Jacksonville FL 32216, United States DESCRIPTION: Assist our clients with financial/investment/retirement plans/insurance planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-12-22
• S65 Uniform Investment Adviser Law Examination
  2008-08-05