Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ellebracht is a financial advisor who has been in the industry since 2019. Kelly has a Series 7TO, SIE and Series 66 license and is registered in Texas with Hightower Advisors, LLC. Kelly has prior experience as a financial advisor with Ameriprise Financial Services, LLC in Fredericksburg, TX. Kelly's firm has approximately 100 clients and has a strong focus on providing financial planning, portfolio management for businesses and individuals. Kelly specializes in providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations and pension and profit sharing plans.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
09/19/2023 - Present
Hightower Advisors, LLC (Dallas TX)
TX
11/13/2019 - 09/01/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Fredericksburg TX)
BOTH
Issued 01/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kelly Ellebracht is the right advisor for you? Invested Better is here to help.
