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Ron Eugene Elzig

Hidden Cove Wealth Management

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About Ron Eugene Elzig

Ron Eugene Elzig is a financial advisor with over 30 years of experience in the financial services industry. Ron currently works at Hidden Cove Wealth Management, a firm that specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and pension plans. Ron is registered with the state of Washington and holds a Series 65 license. Ron has worked previously with Morgan Stanley and Citigroup Global Markets Inc.

Firm Information

Ron Elzig is currently registered with Hidden Cove Wealth Management. Hidden Cove Wealth Management is a registered investment advisor based in Bainbridge Island, Washington. They offer a range of services, including financial planning, portfolio management for individuals, and pension consulting. The firm manages approximately $252,904,408 in assets for a diverse client base, including high-net-worth individuals, pension plans, and corporations.
Hidden Cove Wealth Management

249 WINSLOW WAY EAST

BAINBRIDGE ISLAND, WA 98110

$252.90M

Assets Under Management

Not reported

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Ron Elzig’s Registration & Firm History

WA

03/25/2022 - Present

Hidden Cove Wealth Management (BAINBRIDGE ISLAND WA)

WA

06/01/2009 - 04/04/2019

MORGAN STANLEY (SEATTLE WA)

WA

01/02/2003 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)

GA

07/05/1990 - 01/03/2003

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 08/27/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/02/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/06/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2003

Series 7 - General Securities Representative Examination

BC

Issued 07/03/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ron Eugene Elzig.
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