Kelly Elisabeth Ryan
Investment adviser representative at Olio Financial Planning
13 yearsExperience
1 stateRegistered in
$600.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Olio Financial PlanningJul 2021 to now
- Olio Financial PlanningSep 2020 to May 2021
- Egan, Berger, & Weiner, LLCJun 2020 to Aug 2020
- Virginia Tech Event Services OfficeMay 2019 to May 2021
- Virginia Tech War Memorial ChapelMay 2019 to Aug 2019
- Virginia TechAug 2017 to May 2021
- Woodbridge Senior High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Olio Financial Planning
Legal name: Olio Financial Planning, LLC
$600.5MAssets managed
387Clients
11Advisers
8 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
- 7264930
- Firm CRD
- 282355