Elizabeth Schlitter (CRD# 6473700) is an Investment Advisor Representative working at 56 Capital Partners, Ltd in Colorado Springs, CO and has over 8 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 56 Capital Partners, Ltd | Colorado Springs, CO | Jan 2024 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Colorado Springs, CO | Aug 2021 - Jan 2024 | 2 |
| Wells Fargo Bank, Na | Colorado Springs, CO | Aug 2021 - Jan 2024 | 2 |
| Colorado Department Of Labor | Colorado Springs, CO | Mar 2021 - Jul 2021 | < 1 |
| T. Rowe Price | Colorado Springs, CO | Mar 2015 - Feb 2021 | 5 |
| Everest University Online | Colorado Springs, CO | Oct 2011 - Feb 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- CO
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts494ACCOUNTS
-
Average Account Value$168,165
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, GA, MI, MT, TX
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