Rachel Potters 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
Rachel Potters is registered as an investment adviser representative in Virginia, since January 2022.
- VirginiaSince 3 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 November 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rachel Renee Potters
- CRD
- 7477043
- Firm
- Olio Financial Planning · CRD 282355
- Office
- 301 South Main St., 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 Rachel Potters work?
Rachel Potters 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 Rachel Potters a financial advisor?
Yes. Rachel Potters has a current investment-adviser registration in Virginia, through Olio Financial Planning since January 2022.
How many years of experience does Rachel Potters have?
Rachel Potters has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Rachel Potters passed?
Rachel Potters passed the Series 65 in November 2021.
Where is Rachel Potters based?
Rachel Potters’ registered office is in Blacksburg, VA.
Is Rachel Potters registered with FINRA?
No. Rachel Potters has no current broker registration.
How can I verify Rachel Potters’ record?
Search CRD 7477043 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rachel Potters’ full registration record.