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Kelly Elisabeth Ryan

Olio Financial Planning

Blacksburg, VA

Mclean, VA

CRD 7264930

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Employer firm

Olio Financial Planning CRD 282355

$601M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Olio Financial Planning

1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-05
  • VA RA
    APPROVED
    Since 2022-01-05

Branch Locations

301 South Main Street Suite 203, Blacksburg, VA 24060 • United States

1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Olio Financial Planning Blacksburg VA 07/2021 Present
Olio Financial Planning Blacksburg VA 09/2020 05/2021
Virginia Tech Event Services Office Blacksburg VA 05/2019 05/2021
Egan, Berger, & Weiner, Llc Vienna VA 06/2020 08/2020
Virginia Tech War Memorial Chapel Blacksburg VA 05/2019 08/2019
Virginia Tech Blacksburg VA 08/2017 05/2021
Woodbridge Senior High School Woodbridge VA 08/2013 06/2017
  • 07/2021 → Present
    Olio Financial Planning
    Blacksburg, VA
  • 09/2020 → 05/2021
    Olio Financial Planning
    Blacksburg, VA
  • 05/2019 → 05/2021
    Virginia Tech Event Services Office
    Blacksburg, VA
  • 06/2020 → 08/2020
    Egan, Berger, & Weiner, Llc
    Vienna, VA
  • 05/2019 → 08/2019
    Virginia Tech War Memorial Chapel
    Blacksburg, VA
  • 08/2017 → 05/2021
    Virginia Tech
    Blacksburg, VA
  • 08/2013 → 06/2017
    Woodbridge Senior High School
    Woodbridge, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-23
  • S65 Uniform Investment Adviser Law Examination
    2021-11-23

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
GENEOS WEALTH MANAGEMENT, INC.
EQUITABLE ADVISORS, LLC

Nearby Investors

STACY HUNTER MARTIN
CHRISTOPHER J FRENCH
MICHAEL BERRY COOKE

Nearby Offices

LPL FINANCIAL LLC · BLACKSBURG, VA
GENEOS WEALTH MANAGEMENT, INC. · Blacksburg, VA
EQUITABLE ADVISORS, LLC · BLACKSBURG, VA

More in Blacksburg, VA

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