Tara Kay Olson

Current Employers

Employment History

• 12/2016 → 03/2022
  R&R Wealth Management
  Waukesha, WI
• 05/2014 → 10/2016
  Monarch Plastics Inc
  Kenosha, WI
• 08/2018 → 10/2019
  1St Global Capital, Corp
  Waukesha, WI
• 08/2018 → 10/2019
  1St Global Advisors, Inc
  Waukesha, WI
• 10/2019 → 09/2025
  Avantax Advisory Services
  Waukesha, WI
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Waukesha, WI
• 09/2020 → 04/2022
  Kathryn Humecki And Associates Ltd
  Olympia Fields, IL
• 03/2022 → Present
  Dgn Wealth Advisors , Llc
  Traverse City, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Spring, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Traverse City, MI
  Spring, TX
• 2019-07-29 → 2019-10-25
  1St Global Advisors Inc
  Waukesha, WI

Other Businesses

DGN WEALTH ADVISORS , LLC POSITION: Paraplanner NATURE: Provide support to firm advisors and provide service to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 03/15/2022 ADDRESS: 415 Munson Avenue Suite 201, Traverse City MI 49686, United States DESCRIPTION: Assist in client enrollment in eMoney and preparation of information for advisor use in planning Prepare information to be used during client meetings Place trades as directed by advisors Maintain client information and prepare paperwork as directed Client service

Exams

• S66 Uniform Combined State Law Examination
  2019-07-29

Other Names

• Tara Kay Warner
• Tara Kay Savatski