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Amanda Kathryn Ansell

Olio Financial Planning

Blacksburg, VA

Mclean, VA

CRD 6976437

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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
NC RA APPROVED 2018-11-30
OH RA APPROVED 2018-11-30
TX RA APPROVED 2018-11-30
VA RA APPROVED 2018-11-30
  • NC RA
    APPROVED
    Since 2018-11-30
  • OH RA
    APPROVED
    Since 2018-11-30
  • TX RA
    APPROVED
    Since 2018-11-30
  • VA RA
    APPROVED
    Since 2018-11-30

Branch Locations

301 S. 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
Verus Financial Partners Richmond VA 06/2018 10/2018
Cornerstone Wealth Advisors Minneapolis MN 06/2014 06/2018
Olio Financial Planning Blacksburg VA 10/2018 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Amanda Ansell

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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