Kelly
Ryan
Olio Financial Planning
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About this Advisor
Kelly Ryan is a financial advisor based in Blacksburg, Virginia with a total of 1 year of relevant experience. Ryan currently works for Olio Financial Planning. The advisor has gained experience at Olio Financial Planning, Virginia Tech Event Services Office, Egan, Berger, & Weiner, LLC, Virginia Tech War Memorial Chapel, Virginia Tech, Woodbridge Senior High School and Lake Ridge Middle School. Ryan holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Virginia. Olio Financial Planning is an advisory firm based out of Mc Lean, VA. The firm has a total of 15 financial advisors. It controls $321 million in assets under management among its 1,253 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,253 customer accounts, 28% belong to high-net-worth individuals who have more than $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which services the firm provides the client. Fee types billed by Olio Financial Planning most likely consist of any combination of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Olio Financial Planning Brokerage Details
$321,447,278
15
1,253
$256,542
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kelly Ryan Work History
Kelly has been registered as a financial advisor for 1 years.*
Olio Financial Planning
Olio Financial Planning
Egan, Berger, & Weiner, LLC
Virginia Tech Event Services Office
Virginia Tech War Memorial Chapel
Virginia Tech
Woodbridge Senior High School
Lake Ridge Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelly Ryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Olio Financial Planning
Blacksburg, VA
Mc Lean, VA
Mc Lean, VA
Blacksburg, VA
Mc Lean, VA
Blacksburg, VA
Mc Lean, VA
Blacksburg, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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