Rachel R. Potters

OLIO FINANCIAL PLANNING

Blacksburg, VA 24060

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CRD#: 7477043

Professional summary

Rachel Renee Potters, who also goes by Rachel Renee Clark, is a registered financial advisor currently at OLIO FINANCIAL PLANNING located in Blacksburg, Virginia.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Rachel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rachel Renee Clark

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Renee Potters's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 3, 2022 - Present

OLIO FINANCIAL PLANNING

Office #1: 301 South Main St. Suite 203, Blacksburg, VA 24060

RIA

CRD#: 282355

Blacksburg, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OLIO FINANCIAL PLANNING

JSW FINANCIAL | OLIO FINANCIAL PLANNING, LLC | OLIO FINANCIAL PLANNING | OLIO FINANCIAL | OLIO

CRD#: 282355 / SEC#: 801-111849

RIA

Registered Investment Advisory firm - (10/13/2017 Approved)

Texas

Registered Investment Advisory firm - (11/2/2017 Terminated)

Virginia

Registered Investment Advisory firm - (11/2/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/17/2021

Uniform Investment Adviser Law Examination

Current Firm

OLIO FINANCIAL PLANNING

JSW FINANCIAL | OLIO FINANCIAL PLANNING, LLC | OLIO FINANCIAL PLANNING | OLIO FINANCIAL | OLIO

CRD#: 282355 / SEC#: 801-111849

RIA

Registered Investment Advisory firm - (10/13/2017 Approved)

Texas

Registered Investment Advisory firm - (11/2/2017 Terminated)

Virginia

Registered Investment Advisory firm - (11/2/2017 Terminated)

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Contact information

Main Address

1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007

Mailing Address

301 S. Main Street Suite 203, Blacksburg, VA 24060-4626

Phone number

(703) 459-9299

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OLIO_PART2A (3/6/2025)

Regulatory assets under management

Total Number of Accounts	1,586
AUM (Assets Under Management)	$ 491,883,336

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Rachel R. Potters

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Renee Potters's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLIO FINANCIAL PLANNING

Primary Firm SEC Registration

OLIO FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2021

Current Firm

OLIO FINANCIAL PLANNING

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLIO FINANCIAL PLANNING

TRUST BUT VERIFY

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