KR
KR

Kelly Elisabeth Ryan

3 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningDivorce PlanningInvestment Management
Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
379 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$491.9M

Fee Structure

Loading...

Location

301 South Main Street, Suite 203, Blacksburg, VA, 24060

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Olio Financial Planning
January 2022 - Present · 4 yrs 1 mo
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Kelly Elisabeth Ryan - Financial Advisor | TrueAdvisor