Rebekah Ellis, financial advisor Louisville KY

Rebekah Ellis

CRD Number: 6222864
Current Firm: Winebrenner Capital Management LLC

Rebekah Ellis (CRD# 6222864) is an Investment Advisor Representative working at Winebrenner Capital Management LLC in Louisville, KY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Winebrenner Capital Management LLC Louisville, KY Feb 2023 - Current 1
Winebrenner Capital Management, LLC Louisville, KY Jul 2019 - Feb 2023 3
Winebrenner Capital Management, LLC Louisville, KY Nov 2017 - Jul 2019 1
Winebrenner Capital Management LLC Louisville, KY Apr 2013 - Nov 2017 4
University Of Louisville Louisville, KY Aug 2012 - Dec 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Rebekah J. Ellis
Phone Number: 502-671-0015
Firm Website: http://www.wcmria.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    951
    ACCOUNTS
  • Average Account Value
    $201,397
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, CO, FL, IN, KY, OH, SC, TX, UT, VI

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