AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Olivia Alysse Forde

Olivia Alysse Forde

CFP®
FIRST COMMAND ADVISORY SERVICES
Colorado Springs, CO
·CRD# 6513556·11 years experience

Professional Summary

Olivia Alysse Forde, CFP®, who also goes by Olivia Alysse Fisher, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Colorado Springs, Colorado and FIRST COMMAND BROKERAGE SERVICES, INC. located in Palmer Lake, Colorado. Olivia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Olivia has worked at 2 firms and has passed the Series 66, SIE, Series 7 and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Olivia Alysse Fisher

Blog Corner

Similar Advisors

Tara Nicole Seegers
Tara Nicole Seegers

EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Tara Nicole Seegers
Tara Nicole Seegers

EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Tara Nicole Seegers
Tara Nicole Seegers

EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Tara Nicole Seegers
Tara Nicole Seegers

EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2021

Years of Experience

11 years in the financial services industry

Current & Past Employments

FIRST COMMAND ADVISORY SERVICES·CRD# 281958
RIA
1. 1277 Kelly Johnson Blvd Suite 260, Colorado Springs, CO 809202. Palmer Lake, CO
December 15, 2015 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
BD
1. Palmer Lake, CO2. 1277 Kelly Johnson Blvd. Suite 260, Colorado Springs, CO 80920
September 2, 2015 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
RIA
Palmer Lake, CO
October 23, 2015 - December 15, 2015

Similar Advisors

Tara Nicole Seegers
Tara Nicole Seegers

EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO · CRD#

Current Firm

FC
FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - SEC (7/28/2005 Approved)

Contact Information

Main Address

1 Firstcomm Plaza, Fort Worth, TX 76109

Mailing Address

Po Box 2387, Fort Worth, TX 76113-2387

Phone Number

(817) 731-8621

# of Employees

1,787

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (6/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

113,591

AUM (Assets Under Management)

$24,429,418,155

Similar Advisors

Tara Nicole Seegers
Tara Nicole Seegers

EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of the other business: Zen AF Homes, 2nd home does not have an LLC or name ; Whether the business is investment-related: No ; Address of the other business: Gatlinburg TN & Palmer Lake CO ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Investor ; The start date of your relationship: 9/1/2020 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: We have 2 short-term rental properties that we own. 1 is a partnership (me, my spouse and 1 other business partner) and second is just owned by me and my spouse. We rent the properties out on VRBO and AIRBNB and self manage them. Pay is purely from rent Third property is newly rented as of July 2024

Similar Advisors

Tara Nicole Seegers
Tara Nicole Seegers

EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - SEC (7/28/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(3/7/2022)
RR
California
(1/23/2025)
RR
Colorado
(10/23/2015)
IAR
Colorado
(12/15/2015)
RR
Georgia
(3/18/2019)
RR
Idaho
(11/3/2023)
RR
Indiana
(3/26/2025)
RR
Maryland
(12/2/2025)
RR
Michigan
(9/21/2023)
RR
New Mexico
(3/25/2024)
RR
North Carolina
(10/22/2018)
RR
Ohio
(8/7/2024)
RR
Texas
(1/5/2016)
IAR
Texas
(1/5/2016)
RR
Virginia
(3/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2015About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2022About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Tara Nicole Seegers
Tara Nicole Seegers

EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Olivia Alysse Forde's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Tara Nicole Seegers
Tara Nicole Seegers

EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO · CRD#
Olivia Alysse Forde
Follow Olivia
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required