Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen C. Harris is an Investment Advisor Representative with Johnson Wealth Inc., based in Milwaukee, Wisconsin. Ellen has been in the financial industry since 2017. Ellen obtained her Series 65 license in 2019. Ellen specializes in providing financial planning, pension consulting and portfolio management services for individuals and businesses. Ellen also provides selection of other advisors services. The firm manages over $8 billion in assets and works with various client types including individuals, corporations, charitable organizations and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
12/23/2019 - Present
Johnson Wealth Inc. (MILWAUKEE WI)
IA
Issued 12/23/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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