Beverly ElfCRD Number: 6719988
Current Firm: Ameriprise Financial Services, LLC
Beverly Elf (CRD# 6719988) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manhattan, KS and has over 2 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Stifel, Nicolaus & Company, Incorporated
Raymond James Financial Services Advisors, Inc.
|Ameriprise Financial Services, Inc.||Manhattan, KS||Jul 2018 - Current||3|
|Bison Financial Group||Lafayette, IN||Oct 2016 - Jul 2018||1|
|First Merchants Bank||Lafayette, IN||Jun 2015 - Oct 2016||1|
|Anytime Fitness||Lafayette, IN||Feb 2015 - Jun 2015||< 1|
|Witham Family Ymca||Lebanon, IN||Jun 2014 - Feb 2015||< 1|
|Purdue University Recreational Sports Center||West Lafayette, IN||Aug 2012 - Feb 2015||2|
|Pappy's Sweet Shop, Purdue University Dining Services||West Lafayette, IN||Aug 2010 - May 2014||3|
|Texas Roadhouse||Lafayette, IN||Mar 2013 - Nov 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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.