Elkhorn Investments

Elkhorn Investments (CRD# 168198) is a financial advisory firm headquartered in Wheaton, IL. They manage $16,097,929 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $1,341,494
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, NY

Financial Advisors at Elkhorn Investments
Showing 1 - 6 of 6 top financial advisors.
1
Greg S. Aagaard
CRD#: 4993109
207 Reber Street, Suite 201, Wheaton, IL 60187
93
Wealthminder
score

Greg Aagaard (CRD# 4993109) is an Investment Advisor Representative working at Elkhorn Investments in Wheaton, IL and has over 12 years of experience in the finance industry.

2
Benjamin T. Fulton
CRD#: 1520661
207 Reber Street, Suite 201, Wheaton, IL 60187
93
Wealthminder
score

Benjamin Fulton (CRD# 1520661) is an Investment Advisor Representative working at Elkhorn Investments in Wheaton, IL and has over 30 years of experience in the finance industry.

3
Tyler R. Needler
CRD#: 5660871
207 Reber Street, Suite 201, Wheaton, IL 60187
93
Wealthminder
score

Tyler Needler (CRD# 5660871) is an Investment Advisor Representative working at Elkhorn Investments in Wheaton, IL and has over 8 years of experience in the finance industry.

4
Trevor W. Terrell
CRD#: 5810969
207 Reber Street, Suite 201, Wheaton, IL 60187
93
Wealthminder
score

Trevor Terrell (CRD# 5810969) is an Investment Advisor Representative working at Elkhorn Investments in Wheaton, IL and has over 7 years of experience in the finance industry.

5
Jeffrey B. Wynsma
CRD#: 2829426
207 Reber Street, Suite 201, Wheaton, IL 60187
93
Wealthminder
score

Jeffrey Wynsma (CRD# 2829426) is an Investment Advisor Representative working at Elkhorn Investments in Wheaton, IL and has over 11 years of experience in the finance industry.

6
Gordon D. Zimmermann
CRD#: 5952295
207 Reber Street, Suite 201, Wheaton, IL 60187
90
Wealthminder
score

Gordon Zimmermann (CRD# 5952295) is an Investment Advisor Representative working at Elkhorn Investments in Wheaton, IL and has over 6 years of experience in the finance industry.

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