Kathleen Elliott (CRD# 4206938) is an Investment Advisor Representative working at Trivelloni Asset Management in Mount Clemens, MI and has over 10 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trivelloni Risk Management LLC | Mount Clemens, MI | Mar 2020 - Current | 4 |
| Trivelloni Asset Management, LLC | Mt. Clemens, MI | Apr 2018 - Current | 6 |
| Premier Estate Planners, LLC | Clinton Township, MI | Jan 2016 - Apr 2018 | 2 |
| Ljpr, LLC | Troy, MI | Nov 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- MI
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts354ACCOUNTS
-
Average Account Value$63,319
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
MI
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