Kelly Ryan has been an investment adviser representative at Olio Financial Planning since January 2022, 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.
- Olio Financial PlanningCurrent– present · 4 yearsBlacksburg, VA · Adviser representative · Firm CRD 282355
Investment adviser representative registrations
Kelly Ryan is registered as an investment adviser representative in Virginia, since January 2022.
- VirginiaSince 5 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 November 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kelly Elisabeth Ryan
- CRD
- 7264930
- Firm
- Olio Financial Planning · CRD 282355
- Office
- 301 South Main Street, Suite 203, Blacksburg, VA 24060
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Kelly Ryan work?
Kelly Ryan is an investment adviser representative registered through Olio Financial Planning, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Ryan a financial advisor?
Yes. Kelly Ryan has a current investment-adviser registration in Virginia, through Olio Financial Planning since January 2022.
How many years of experience does Kelly Ryan have?
Kelly Ryan has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Kelly Ryan passed?
Kelly Ryan passed the Series 65 in November 2021.
Where is Kelly Ryan based?
Kelly Ryan’s registered office is in Blacksburg, VA.
Is Kelly Ryan registered with FINRA?
No. Kelly Ryan has no current broker registration.
How can I verify Kelly Ryan’s record?
Search CRD 7264930 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Ryan’s full registration record.