# LOREN WALLACE OLSON

LOREN WALLACE OLSON is an investment adviser representative (IAR) with state registration records since 1993, appearing at 3 firms. Currently registered with RETIREMENT RESOURCES INC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RETIREMENT RESOURCES INC](https://search.stillhousedata.com/firm/107996) | 2013-02-05 | present | Yes |
| [WATERSTONE FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/10078) | 2005-06-07 | 2006-04-04 | — |
| [HERITAGE CAPITAL MANAGEMENT INC](https://search.stillhousedata.com/firm/110383) | 2005-04-27 | 2012-05-21 | — |
| [RETIREMENT RESOURCES INC](https://search.stillhousedata.com/firm/107996) | 1993-03-23 | 2012-12-31 | — |
| [RETIREMENT RESOURCES INC](https://search.stillhousedata.com/firm/107996) | 1993-03-23 | 2002-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1245513)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1245513.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
