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Dirk Alan Olds

Investment adviser representative at Faithward Advisors, LLC
19 yearsExperience
2 statesRegistered in
$1.1BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. Osaic Wealth, Inc.Oct 2024 to now
  2. Faithward Advisors, LLCJan 2014 to now
  3. Olds Financial GroupOct 2007 to now
  4. American Portfolios Financial Services, Inc.Jan 2014 to Oct 2024
  5. Ambassador Advisors, LLCJan 2014 to Dec 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (NY, PA).

Faithward Advisors, LLC

$1.1BAssets managed
3,114Clients
18Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2324104
Firm CRD
116978
Advisor's SEC record (opens in a new tab)
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