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Lynn Ann Ackerman

Ellevest

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About Lynn Ann Ackerman

Lynn Ackerman is a financial advisor at Ellevest, a firm that provides financial planning and investment services. Lynn has been in the financial services industry for over 10 years and has a Series 63, Series 65, Series 7 and SIE license. Lynn also holds the Certified Financial Planner designation. Lynn is registered to provide investment advice in Illinois, New York and Texas. Lynn can provide portfolio management for individuals and businesses, financial planning, and educational seminars.

Firm Information

Lynn Ackerman is currently registered with Ellevest. Ellevest is a registered investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm also offers educational seminars and a wrap fee program. Ellevest has approximately $2.11 billion in regulatory assets under management and 89,871 total client accounts.

$2.11B

Assets Under Management

3,000

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning workshops; 1:1 consulting

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Lynn Ackerman’s Registration & Firm History

IL

11/30/2023 - Present

Ellevest (Lisle IL)

IL

11/06/2014 - 11/10/2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WHEATON IL)

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Licenses & Designations

BC

Issued 09/26/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/07/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lynn Ann Ackerman.
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