Spencer Werres has been an investment adviser representative at Olio Financial Planning since April 2020, 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 · 6 yearsTyro, VA · Adviser representative · Firm CRD 282355
Investment adviser representative registrations
Spencer Werres is registered as an investment adviser representative in 2 states. Each was approved in April 2020.
- TexasSince 16 April 2020
- VirginiaSince 16 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 June 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Spencer Thomas Werres
- CRD
- 6943071
- Firm
- Olio Financial Planning · CRD 282355
- Office
- Tyro, VA
- Registration
- Investment adviser registration
- In the industry since
- April 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Spencer Werres work?
Spencer Werres is an investment adviser representative registered through Olio Financial Planning, LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Spencer Werres a financial advisor?
Yes. Spencer Werres has a current investment-adviser registration in Texas and Virginia, through Olio Financial Planning since April 2020.
How many years of experience does Spencer Werres have?
Spencer Werres has 6 years in the financial industry, since April 2020, across 1 adviser firm.
What exams has Spencer Werres passed?
Spencer Werres passed the Series 65 in June 2019.
Where is Spencer Werres based?
Spencer Werres’ registered office is in Tyro, VA.
Is Spencer Werres registered with FINRA?
No. Spencer Werres has no current broker registration.
How can I verify Spencer Werres’ record?
Search CRD 6943071 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Spencer Werres’ full registration record.