Elizabeth Kocour (CRD# 7133310) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry. Elizabeth Kocour has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Wipfli Financial Advisors, LLC | Milwaukee, WI | Oct 2021 - Current | 3 |
Wipfli Financial Advisors, LLC | Milwaukee, WI | May 2019 - Oct 2021 | 2 |
Wipfli Financial Advisors, LLC | Milwaukee, WI | Jan 2018 - May 2019 | 1 |
University Of Wisconsin - Madison | Madison, WI | Aug 2015 - May 2019 | 3 |
Student Veterans Of America | Madison, WI | May 2017 - Dec 2017 | < 1 |
Grainger Institute For Engineering | Madison, WI | Jun 2017 - Sep 2017 | < 1 |
Irms Actuary Services | Brookfield, WI | Jun 2016 - Aug 2016 | < 1 |
Catholic Memorial High School | Waukesha, WI | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- WI
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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