Brian Olaf Gloe
Investment adviser representative at Craft & Sage Wealth
15 yearsExperience
1 stateRegistered in
$306.8MFirm assets
3 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Craft & Sage WealthJun 2023 to now
- Royal Alliance AssociatesMar 2017 to Jun 2023
- Premier Financial PartnersMar 2017 to Jun 2022
- Massmutual Life Insurance CompanyJul 2011 to Mar 2017
- MML Investor ServicesJul 2011 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MO).
Craft & Sage Wealth
Legal name: Craft & Sage Wealth, LLC
$306.8MAssets managed
531Clients
8Advisers
3 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
- 5664769
- Firm CRD
- 323565