Retirement Resources Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Retirement Resources Inc. serves primarily individual, non–high-net-worth clients and offers portfolio management and retirement-focused financial planning; the firm reports $7.8 million in assets under management, two advisors, and 44 client relationships. It generally charges percentage-of-AUM advisory fees for managed accounts while also disclosing that it may receive commissions for certain transactions.
The firm describes a personalized, ongoing relationship model for client accounts, including periodic reviews and written communications such as a client newsletter. Its advisors are registered representatives and the brochure discloses affiliations with a broker‑dealer and an insurance company, which allows access to brokerage and insurance products alongside discretionary portfolio services.
Compared with peers, the firm’s combination of fee-based advisory services with registered‑representative status and commissionable product sales is uncommon among similar supported firms. The brochure also notes affiliations with other investment advisers and the firm’s role as an insurance broker/agent and publisher of periodicals, features that occur rarely for firms in this category.
Client services
Fee options
$0 - $100,000: 2.00% $100,001 - $500,000: 1.75% $500,001+: 1.50%
Commissions are charged on certain securities transactions as applicable.
Account minimum: $100,000 Fee-only: Fees range from 1.50% to 2.00% annually based on asset tiers.
Main office
See office10551 Barkley St. Suite 104
Overland Park KS 66212
Advisors at this office
1
Offices (2)
Most active in
Kansas · Missouri
Also doing business as
Retirement Resources Inc · Retirement Resources Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Norman H
PFS™, Series 63, Series 66
Leawood, KS
Retirement Resources Inc.
Norman Harp is a financial advisor at Retirement Resources Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Prior to Retirement Resources, he worked at B.B. Graham & Company and Moloney Securities Corp. In addition to his advisory role, Harp owns and operates a CPA practice providing tax preparation services. Retirement Resources Inc. primarily serves individual clients with portfolio management and retirement-focused financial planning. The firm manages $7.8 million in assets, maintains a personalized client relationship model, and combines fee-based advisory services with brokerage and insurance product offerings.
Loren O
ChFC®, Series 63, Series 65
Overland Park, KS
Retirement Resources Inc.
Loren Olson is a financial advisor at Retirement Resources Inc. in Overland Park, KS, with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Olson has been with Retirement Resources Inc. since 1998 and also worked at B. B. Graham & Co from 2016 to the present. Retirement Resources Inc. primarily serves individual, non–high-net-worth clients, focusing on portfolio management and retirement planning. The firm combines fee-based advisory services with registered-representative status and commissionable product sales, offering a personalized, ongoing relationship model with regular client communications.
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