Brae Beggs has been an investment adviser representative at Olio Financial Planning since February 2024, 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.
Brae Beggs’ longest registration was 4 years at Vicus Capital, Inc. (2019–2024). Before joining Olio Financial Planning in 2024, Brae Beggs was registered through Vicus Capital, Inc.
- Olio Financial PlanningCurrent– present · 2 yearsWichita, KS · Adviser representative · Firm CRD 282355
- Vicus Capital, Inc.– · 4 yearsNew York, NY · Adviser representative · Firm CRD 116021
Investment adviser representative registrations
Brae Beggs is registered as an investment adviser representative in Kansas, since August 2024.
- KansasSince 14 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 February 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brae Adele Beggs
- CRD
- 7116431
- Firm
- Olio Financial Planning · CRD 282355
- Office
- Wichita, KS
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Brae Beggs work?
Brae Beggs is an investment adviser representative registered through Olio Financial Planning, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Brae Beggs a financial advisor?
Yes. Brae Beggs has a current investment-adviser registration in Kansas, through Olio Financial Planning since February 2024.
How many years of experience does Brae Beggs have?
Brae Beggs has 7 years in the financial industry, since May 2019, across 2 adviser firms.
What exams has Brae Beggs passed?
Brae Beggs passed the Series 65 in February 2019.
Where did Brae Beggs work before Olio Financial Planning?
Before Olio Financial Planning, Brae Beggs was registered through Vicus Capital, Inc., May 2019 to February 2024.
Where is Brae Beggs based?
Brae Beggs’ registered office is in Wichita, KS.
Is Brae Beggs registered with FINRA?
No. Brae Beggs has no current broker registration.
How can I verify Brae Beggs’ record?
Search CRD 7116431 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brae Beggs’ full registration record.