Olivia Forde
Olivia Forde is a CFP, ChFC-designated registered investment advisor at First Command Advisory Services, based in Colorado Springs, CO, with 10 years of industry experience. Olivia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.
Location
1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO, 80920
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Regulatory History
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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Olivia is an investor in two short-term rental properties, one in partnership and one with her spouse, which she self-manages. She dedicates minimal time to this activity.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Previous Registrations
First Command Financial Planning, INC.
State Registrations13 states
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