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How does the advisor help clients – Key Takeaways:
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC is a leading financial advisor that provides expert financial guidance and wealth management services to clients.
Their team of professionals offers personalized solutions and strategies tailored to each client’s unique financial situation and goals.
- ELLERBROCK-NORRIS WEALTH STRATEGIES LLC helps clients achieve their financial goals by offering comprehensive financial planning services.
- Their team of experienced professionals offers personalized investment strategies and solutions tailored to each client’s unique financial situation.
- With their in-depth knowledge of the financial markets and investment strategies, they help clients make informed decisions about their wealth management.
- ELLERBROCK-NORRIS WEALTH STRATEGIES LLC provides ongoing support and guidance to their clients, helping them navigate financial challenges and achieve long-term success.
Facts and Insights
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC is a registered investment advisory firm with the Securities and Exchange Commission (SEC). Based in the United States, the firm serves clients across the country with their expertise and knowledge in financial planning and wealth management.
Their team of professionals brings years of experience and expertise to the table, making them a trusted and reliable partner in managing clients’ wealth and achieving their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Wealth Transfer and Estate Planning
- Insurance Solutions
- Tax Planning
Client Types
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC caters to a wide range of clients, including:
- Individuals
- Families
- Small Business Owners
- High Net Worth Individuals
- Retirees
- Corporate Clients
Fees & Compensation
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC offers fee-based financial planning services, meaning they charge a percentage of the assets under management as a fee. This fee structure aligns their interests with their clients’, as their compensation is tied to the success of their clients’ investments.
Background
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC was founded in 2006 by John Ellerbrock and Dave Norris, both experienced financial advisors with a passion for helping clients achieve their financial goals. Over the years, the firm has grown and expanded its services, earning a strong reputation for providing sound financial guidance and strategies.
Financial Advisor Disclosures to Know
As registered investment advisors, ELLERBROCK-NORRIS WEALTH STRATEGIES LLC upholds the highest standard of transparency and ethical responsibility. They are committed to disclosing any potential conflicts of interest and providing clients with all the necessary information to make informed decisions about their finances. Their team of advisors adhere to strict codes of conduct and compliance regulations to ensure the best interests of their clients are always prioritized.