Loren Wallace Olson

Current Employers

Retirement Resources Inc.

10551 Barkley St. Suite 104, Overland Park, KS 66212 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2013-04-29
KS	RA	APPROVED	2013-02-05

MO RA
APPROVED

Since 2013-04-29
KS RA
APPROVED

Since 2013-02-05

Branch Locations

10551 Barkley St. Suite 104, Overland Park, KS 66212 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Retirement Resources Inc.	Overland Park	KS	03/1998	Present
B. B. Graham & Co	Orange	CA	11/2016	Present

03/1998 → Present

Retirement Resources Inc.

Overland Park, KS
11/2016 → Present

B. B. Graham & Co

Orange, CA

Previous Registrations

1993-03-23 → 2012-12-31

Retirement Resources Inc.

Overland Park, KS
2005-04-27 → 2012-05-21

Heritage Capital Management Inc

Overland Park, KS
2005-06-07 → 2006-04-04

Waterstone Financial Group, Inc.

Overland Park, KS
1993-03-23 → 2002-12-31

Retirement Resources Inc.

Overland Park, KS

Other Businesses

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

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-12-17
S63	Uniform Securities Agent State Law Examination	1984-03-15

S65 Uniform Investment Adviser Law Examination

1992-12-17
S63 Uniform Securities Agent State Law Examination

1984-03-15

Designations

View on SEC IAPD

Current Employers

Retirement Resources Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews