Olivia Taylor Gliege
Investment adviser representative at Financial Focus LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$800MFirm assets
Are you Olivia Taylor Gliege? Claim your profile
Contact this firm
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
- Pension consulting
Experience
11 years in the industry.
- Financial Focus LLCMay 2025 to now
- Osaic Wealth, Inc.May 2025 to now
- Eiger Wealth Management, LLCApr 2024 to May 2025
- Charles Schwab & Co., Inc.Mar 2021 to Apr 2024
- Charles Schwab Bank, SsbJun 2020 to Mar 2024
- Full-time EducationMay 2015 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Financial Focus LLC
$800MAssets managed
584Clients
5Advisers
8 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
- 7266452
- Firm CRD
- 282177