Unclaimed
John Wilmer Ellard is a financial advisor with over 30 years of experience in the industry. John is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with Wealth Enhancement Advisory Services, LLC. John has a wide range of experience having previously worked with Securian Financial Services, Inc., NFP Advisor Services, LLC, and MML Investors Services, Inc. John has experience with high-net-worth individuals, corporations, and pension plans. John specializes in a variety of areas including portfolio management, financial planning, and pension consulting. John also offers educational seminars to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
05/15/2020 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
GA
10/13/2015 - 04/30/2020
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
05/31/2005 - 09/01/2015
NFP ADVISOR SERVICES, LLC (ATLANTA GA)
MA
11/06/1991 - 06/02/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 02/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/31/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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