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Detailed Report
Karen Lynn Olsen
KAREN LYNN CALLAHAN, KAREN LYNN OLSEN
CRD#: 4222654
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Investment Adviser
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Previous Broker
CREATIVE PLANNINGCRD#: 105348 Newnan, GA
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2010 - 2011 (1 year)IACREATIVE PLANNING (CRD# 105348)2024 - Present (<1 year)BASSETMARK BROKERAGE, LLC (CRD# 169804)2022 - 2024 (1 year)BNEWPORT GROUP SECURITIES, INC. (CRD# 29722)2020 - 2022 (2 years)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2019 - 2020 (<1 year)BASCENSUS BROKER DEALER SERVICE... (CRD# 36478)2018 - 2019 (<1 year)BASCENSUS FINANCIAL SERVICES, LLC. (CRD# 147257)2013 - 2018 (5 years)BP.J. ROBB VARIABLE CORPORATION (CRD# 38339)2011 - 2013 (1 year)BADP BROKER-DEALER, INC. (CRD# 37693)2002 - 2009 (6 years)BVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)2000 - 2002 (1 year)BTHE VARIABLE ANNUITY MARKETING... (CRD# 5081)2000 - 2001 (1 year)IAASSETMARK, INC. (CRD# 109018)2023 - 2024 (1 year)
License(s)

State Registrations

IA
Georgia 7/8/2024
Current Registration(s)
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CREATIVE PLANNING (CRD#:105348)
Newnan, GA
Registered with this firm since 7/8/2024
Previous Registration(s)
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 05/18/2023 - 05/01/2024 ASSETMARK, INC. (CRD#:109018) Newnan, GA
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 11/04/2022 - 05/01/2024 ASSETMARK BROKERAGE, LLC (CRD#:169804) CONCORD, CA
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 03/13/2020 - 07/11/2022 NEWPORT GROUP SECURITIES, INC. (CRD#:29722) LAKE MARY, FL
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 12/06/2019 - 02/28/2020 J.P. MORGAN SECURITIES LLC (CRD#:79) WESLEY CHAPEL, FL
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 10/19/2018 - 04/23/2019 ASCENSUS BROKER DEALER SERVICES, LLC (CRD#:36478) NEWTON, MA
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 09/16/2013 - 10/19/2018 ASCENSUS FINANCIAL SERVICES, LLC. (CRD#:147257) DRESHER, PA
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 10/11/2011 - 08/01/2013 P.J. ROBB VARIABLE CORPORATION (CRD#:38339) MEMPHIS, TN
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 06/24/2010 - 07/20/2011 MUTUAL OF AMERICA LIFE INSURANCE COMPANY (CRD#:15356) TAMPA, FL
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 06/24/2010 - 07/20/2011 MUTUAL OF AMERICA SECURITIES CORPORATION (CRD#:27878) TAMPA, FL
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 10/29/2002 - 01/02/2009 ADP BROKER-DEALER, INC. (CRD#:37693) ROSELAND, NJ
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 07/26/2000 - 05/08/2002 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) HOUSTON, TX
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 07/26/2000 - 12/31/2001 THE VARIABLE ANNUITY MARKETING COMPANY (CRD#:5081) HOUSTON, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.