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Rebekah Ellis is an investment advisor representative with Winebrenner Capital Management LLC, based in Louisville, Kentucky. Rebekah joined Winebrenner Capital Management LLC in April 2013 and has over 10 years of experience in the financial services industry. Rebekah is a licensed investment advisor representative in Kentucky. Rebekah is a graduate of the University of Louisville. Rebekah specializes in providing financial advice to individuals and families, and has a particular interest in helping clients plan for retirement and other life events. Rebekah is committed to providing her clients with personalized financial advice that meets their specific needs and goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
11/10/2017 - Present
Winebrenner Capital Management LLC (LOUISVILLE KY)
IA
Issued 11/10/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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