Amanda Ansell has been an investment adviser representative at Olio Financial Planning since November 2018, and is not listed among the firm’s executive officers or direct owners.
Olio Financial Planning, LLC is a McLean, VA firm with $601M under management, 387 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Amanda Ansell’s longest registration is the current one, 7 years at Olio Financial Planning since 2018. Before joining Olio Financial Planning in 2018, Amanda Ansell was registered through Verus Financial Partners.
- Olio Financial PlanningCurrent– present · 7 yearsBlacksburg, VA · Adviser representative · Firm CRD 282355
- Verus Financial Partners– · under a yearRichmond, VA · Adviser representative · Firm CRD 106744
Investment adviser representative registrations
Amanda Ansell is registered as an investment adviser representative in 2 states. Each was approved in November 2018.
- TexasSince 30 November 2018
- VirginiaSince 30 November 2018
Examinations
No examinations are on Amanda Ansell’s record.
- Full name
- Amanda Kathryn Ansell
- CRD
- 6976437
- Firm
- Olio Financial Planning · CRD 282355
- Office
- 301 S. Main Street, Suite 203, Blacksburg, VA 24060
- Registration
- Investment adviser registration
- In the industry since
- July 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Amanda Ansell work?
Amanda Ansell is an investment adviser representative registered through Olio Financial Planning, LLC since November 2018, and is not listed among the firm’s executive officers or direct owners.
Is Amanda Ansell a financial advisor?
Yes. Amanda Ansell has a current investment-adviser registration in Texas and Virginia, through Olio Financial Planning since November 2018.
How many years of experience does Amanda Ansell have?
Amanda Ansell has 8 years in the financial industry, since July 2018, across 2 adviser firms.
Where did Amanda Ansell work before Olio Financial Planning?
Before Olio Financial Planning, Amanda Ansell was registered through Verus Financial Partners, June 2018 to November 2018.
Where is Amanda Ansell based?
Amanda Ansell’s registered office is in Blacksburg, VA.
Is Amanda Ansell registered with FINRA?
No. Amanda Ansell has no current broker registration.
How can I verify Amanda Ansell’s record?
Search CRD 6976437 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda Ansell’s full registration record.