Loren Olson
Loren Olson is a ChFC-designated registered investment advisor at Retirement Resources INC., based in Overland Park, KS, with 42 years of industry experience. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 44 clients with $7.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $200K | 1.00% |
| $200K - $500K | 0.90% |
| $500K+ | 0.75% |
Robert Brown's clients pay a different fee schedule: 1.50% on the first $500,000 and 1.00% on amounts over $500,000. These fees will be charged through the end of his buyout period.
Fee Estimator
Location
10551 Barkley St. Suite 104, Overland Park, KS, 66212
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2023Other Business ActivitiesSells Insurance
Loren is the owner and a registered investment advisor at Retirement Resources Inc. He is also a life and health insurance agent with various insurance companies.
Employment History
Current Registrations
Retirement Resources INC.
Previous Registrations
B.B. Graham & Company, INC.Broker
Moloney Securities CO., INC.Broker
Waterstone Financial Group, INC.
Heritage Capital Management INC
Retirement Resources INC.
Waterstone Financial Group, INC.Broker
Retirement Resources INC.
Retirement Resources INC.
Royal Alliance Associates, INC.Broker
Mony Securities CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.