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JL

Julia Lorenz-olson

THE ART OF FINANCE LLC
Austin, TX 78728
Some features on this profile are disabled
CRD#: 7609539
JL

Professional summary

Julia Lorenz-olson, who also goes by Julia Olsen, is a registered financial advisor currently at THE ART OF FINANCE LLC located in Austin, Texas.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Julia has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Julia Olsen

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Lorenz-olson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 8, 2025 - Present

THE ART OF FINANCE LLC

Office #1: 14205 N Mopac Expy 5th Floor, Austin, TX 78728
RIA
CRD#: 281950
Austin, TX

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.

Highlighted states indicate IAR registrations

IAR
Texas
(9/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/7/2025
Uniform Investment Adviser Law Examination

Current Firm

TA
THE ART OF FINANCE LLC
THE ART OF FINANCE LLC | THE ART OF FINANCE, LLC

CRD#: 281950 / SEC#:

Texas
Registered Investment Advisory firm - (12/2/2015 Approved)
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Contact information

Main Address
14205 N Mopac Expy 5th Floor, Austin, TX 78728
Mailing Address
Phone number
(512) 294-4385
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts80
AUM (Assets Under Management)$ 33,000,000

Red Flags

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.

Company Information

THE ART OF FINANCE LLC

CRD#: 281950Austin, TX 78728

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