Spencer Werres (CRD# 6943071) is an Investment Advisor Representative working at Olio Financial Planning in Afton, VA and has over 4 years of experience in the finance industry. Spencer Werres has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Olio Financial Planning | Mclean, VA | Jun 2019 - Current | 4 |
| Virginia Tech | Blacksburg, VA | Aug 2015 - May 2019 | 3 |
| Edward Jones | Stanton, VA | Jun 2018 - Aug 2018 | < 1 |
| Nelson County High School | Lovingston, VA | Aug 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- NC
- OH
- TX
- VA
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Total Assets Under Management413MILLIONS
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Total Number of Accounts1,486ACCOUNTS
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Average Account Value$277,704
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CO, DC, FL, MD, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA
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