Kelli Ellison, financial advisor Carmel IN
88 score

Kelli Ellison

CRD Number: 6413661
Current Firm: Panoramic Financial Planning

Kelli Ellison (CRD# 6413661) is an Investment Advisor Representative working at Panoramic Financial Planning in Carmel, IN and has over 2 years of experience in the finance industry.

Similar Advisors
Tod Utter, financial advisor Carmel IN
Tod M. Utter
CRD# 2807887
I4 Advisors LLC
Similar Advisors
Martin Armbruster, financial advisor Carmel IN
Martin J. Armbruster
CRD# 1068568
Treybourne Wealth Planners
Similar Advisors
Thomas Hardin, financial advisor Carmel IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Company Name Location Dates Years
Panoramic Financial Planning, LLC Carmel, IN Jan 2016 - Current < 1
Column Capital Advisors, LLC Indianapolis, IN Oct 2014 - Dec 2015 1
Self Employed Indianapolis, IN Mar 2014 - Oct 2014 < 1
Self Employment / It Consultant Carmel, IN Jan 2004 - Mar 2014 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Kelli K. Ellison
Phone Number: 317-258-2079
Firm Website:
Registered State(s):
  • IN
Current Firm Details
Panoramic Financial Planning
Firm's CRD Number: 282461
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.