linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Neely Kathleen Elstrodt

October Effect Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Neely? Claim Your Profile

About Neely Kathleen Elstrodt

Neely Elstrodt is a financial advisor at October Effect Ltd., a firm that provides financial planning, portfolio management for individuals, and pension consulting services. Neely has been in the industry since January 2007 and holds Series 66, Series 7, and SIE licenses. Neely Elstrodt has experience working with both individual and institutional clients and has a track record of providing sound financial advice.

Firm Information

Neely Elstrodt is currently registered with October Effect Ltd.. October Effect Ltd. is a financial planning and investment management firm with over 91 million dollars in assets under management. They serve both individuals and high-net-worth clients, and provide a variety of services including financial planning, pension consulting, portfolio management for individuals, and selection of other advisers.

$91.40M

Assets Under Management

1

Total Clients

4

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Neely Elstrodt’s Registration & Firm History

VA

11/17/2017 - Present

October Effect Ltd. (Virginia Beach VA)

VA

01/01/2007 - 11/19/2015

LINCOLN FINANCIAL ADVISORS CORPORATION (VIRGINIA BEACH VA)

Not sure if Neely Kathleen Elstrodt is right for you?

Licenses & Designations

BOTH

Issued 05/21/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Neely Kathleen Elstrodt.
Not sure if Neely Kathleen Elstrodt is right for you?