CRD: 107996
Retirement Resources Inc.
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
33 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-1993
- Office Locations
- 2
Office Locations
10551 Barkley St. Suite 104 Overland Park KS
4901 West 136th ST Leawood KS
About Retirement Resources Inc.
Retirement Resources Inc. is a Overland Park-based RIA with 2 offices. The firm has been operating for 33 years. Managing $10.0M in total assets under management, with 2 advisory representatives. They custody assets with TD Ameritrade.
Team overview
72 AVG AGE
$5.0M AVG AUM / ADVISOR
$333.1K AVG AUM / CLIENT
13.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Services
Available
Owner & Executives
L
LOREN WALLACE OLSON
President
- CRD
- #1245513
- Ownership
- 75% or more
Available
Available
Available
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N
NORMAN RAY HARP
Investment Advisor Representative
- CRD
- #2480563
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,994,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,994,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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