Kevin Ellis, financial advisor Brookfield WI

Kevin Ellis

CRD Number: 3064106
Current Firm: Envision Financial LLC

Kevin Ellis (CRD# 3064106) is an Investment Advisor Representative working at Envision Financial LLC in Brookfield, WI and has over 25 years of experience in the finance industry. Kevin Ellis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Thrivent Advisor Network, LLC Elm Grove, WI Nov 2020 - Jun 2021 < 1
Kyle Financial Services Mequon, WI Feb 2001 - Nov 2020 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination May 1998
Contact Info for Kevin P. Ellis
Phone Number: 262-354-7155
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $1,653,976
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WI

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