Samuel Robert Olson

Current Employers

Bonsai Financial

Phoenix, AZ • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2019-09-16

AZ RA
APPROVED

Since 2019-09-16

Branch Locations

Phoenix, AZ • 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

Organization	City	State	From	To
Impark	Saint Paul	MN	12/2015	02/2018
Secured Retirement Advisors, Llc	St. Louis Park	MN	12/2017	07/2019
Strategy Financial Services	Phoenix	AZ	04/2016	12/2017
Bonsai Financial Services, Llc	Phoenix	AZ	08/2019	Present
Bonsai Insurance Services, Llc	Phoenix	AZ	08/2019	Present

12/2015 → 02/2018

Impark

Saint Paul, MN
12/2017 → 07/2019

Secured Retirement Advisors, Llc

St. Louis Park, MN
04/2016 → 12/2017

Strategy Financial Services

Phoenix, AZ
08/2019 → Present

Bonsai Financial Services, Llc

Phoenix, AZ
08/2019 → Present

Bonsai Insurance Services, Llc

Phoenix, AZ

Previous Registrations

2017-12-17 → 2019-08-27

Secured Retirement Advisors, Llc

St Louis Park, MN
2016-09-16 → 2018-02-01

Strategy Financial Group

Blaine, MN

Phoenix, AZ

Other Businesses

(1) NAME: BONSAI INSURANCE SERVICES, LLC--INVESTMENT RELATED: YES--ADDRESS: 3235 E. CAMELBACK ROAD, UNIT 103, PHOENIX, AZ, 85018--NATURE OF OTHER BUSINESS: INSURANCE BROKERAGE, AGENT--START DATE: AUGUST 2019--APPROX. HOURS: 160 HRS/MONTH--8 HRS/DAY DURING TRADING HOURS, PERFORMED IN CONJUNCTION WITH FULFILLING FIDUCIARY RESPONSIBILITIES AT BONSAI FINANCIAL SERVICES, LLC--DUTIES: MEETING WITH CLIENTS AND CONSULTING ON LIFE INSURANCE AND FIXED INSURANCE STRATEGIES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-04-18

S65 Uniform Investment Adviser Law Examination

2016-04-18

Other Names

Sam Olson

View on SEC IAPD