Spencer Thomas Werres

Current Employers

Olio Financial Planning

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2020-04-16
OH	RA	APPROVED	2020-04-16
TX	RA	APPROVED	2020-04-16
VA	RA	APPROVED	2020-04-16

NC RA
APPROVED

Since 2020-04-16
OH RA
APPROVED

Since 2020-04-16
TX RA
APPROVED

Since 2020-04-16
VA RA
APPROVED

Since 2020-04-16

Branch Locations

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

Tyro, VA • 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

Organization	City	State	From	To
Olio Financial Planning	Mclean	VA	06/2019	Present
Edward Jones	Stanton	VA	06/2018	08/2018
Virginia Tech	Blacksburg	VA	08/2015	05/2019
Silver Creek Orchards	Tyro	VA	03/2026	Present

06/2019 → Present

Olio Financial Planning

Mclean, VA
06/2018 → 08/2018

Edward Jones

Stanton, VA
08/2015 → 05/2019

Virginia Tech

Blacksburg, VA
03/2026 → Present

Silver Creek Orchards

Tyro, VA

Other Businesses

Silver Creek Orchard; not investment related; 3679 Pharsalia Road, Tyro, VA, Orchard Farm; Assistant Farm Manager; 03/2026; ~200 hours a month; 7 hours during trading hours; oversight of daily farm operations, livestock/crop management, vendor coordination, and staff supervision.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-06-14

S65 Uniform Investment Adviser Law Examination

2019-06-14

Designations

View on SEC IAPD

Current Employers

Olio Financial Planning

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews