DO
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Dirk Alan Olds

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

275 Hess Boulevard, Suite 100, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dirk is a financial advisor at Faithward Advisors LLC, dedicating full-time hours. He is also an independent insurance agent selling and servicing fixed insurance products full-time, and a voting member of Endwell United Methodist Church's finance committee, spending minimal time on this.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Faithward Advisors, LLC
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
American Portfolios Financial Services, INC.Broker
January 2014 - October 2024 · 10 yrs 9 mos
Nylife Securities LLCBroker
March 2000 - January 2014 · 13 yrs 10 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1993 - March 1999 · 6 yrs
Eq Financial Consultants, INC.Broker
March 1993 - March 1999 · 6 yrs
State Registrations8 states
COFLGANCNYPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Dirk Alan Olds - Financial Advisor | TrueAdvisor