Kathleen Elliott, financial advisor Clinton Township MI

Kathleen Elliott

CRD Number: 4206938
Current Firm: Premier Estate Planners, LLC

Kathleen Elliott (CRD# 4206938) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 6 years of experience in the finance industry.

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Esi Financial Advisors
Company Name Location Dates Years
Premier Estate Planners, LLC Clinton Township, MI Jan 2016 - Current 5
Ljpr, LLC Troy, MI Nov 2013 - Jan 2016 2
K.e. Consulting Chesterfield, MI Jan 2011 - Nov 2013 2
Golden Girls Parties Chesterfield, MI Jan 2008 - Dec 2010 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Kathleen V. Elliott
By the Numbers
  • Total Assets Under Management
    208
    MILLIONS
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $200,969
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MI

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