Lorena Janette Olivas

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2023 → Present
  Osaic
  Scottsdale, AZ
• 03/2016 → 08/2019
  Chicanos Por La Causa, Inc.
  Phoenix, AZ
• 08/2019 → 07/2023
  Osaic
  Scottsdale, AZ
• 07/2023 → 08/2023
  Republic Services
  Scottsdale, AZ
• 08/2023 → 11/2023
  Unemployed
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-10-11

Other Names

• Lorena Janette Olivas
• Lorena J Olivas