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Ryan Thomas Oliver

Investment adviser representative at Abich Financial Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$394.7MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. Abich Financial Wealth Management, LLCFeb 2025 to now
  2. Cassaday & Co Wealth Management, LLCJan 2022 to Feb 2025
  3. Osaic Wealth, Inc.Sep 2021 to Feb 2025
  4. Cassaday & Company, Inc.Jun 2017 to Dec 2021
  5. Virginia TechAug 2013 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022

State registrations

Registered as an investment adviser representative in 1 state (MD).

Abich Financial Wealth Management, LLC

$394.7MAssets managed
523Clients
7Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6661839
Firm CRD
310633
Advisor's SEC record (opens in a new tab)
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