Element Wealth Management
Company

Element Wealth Management

Financial Services 1211 Newell Ave 7 employees TOTAL
Employees
7

Element Wealth Management Overview

Headquarters
1211 Newell Ave
Industry
Financial Services
Employees
7
Stock Symbol
TOTAL
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Element Wealth Management

Element Wealth Management was founded with a simple philosophy; to bring the pieces of your financial life together by creating a plan that’s all about you. We start with a personal in-depth interview to discover who you are as an investor and a human being. We then analyze your assets, liabilities and cash flow and develop recommendations. The last step is to put your plan in motion. Once you have your plan, we will continue to provide ongoing support and help as long as you need. Chris J. Held and Cortland L. Golightly are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, MN, NV, NY, OH, OR, TN, TX, WA, WI. CA Insurance Lic #0E56816 & #0G20453 Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Element Wealth Management Contact Details

People in AeroLeads
4

Element Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Chris J. Held, Cfp®, Crps® Managing Partner - Private Wealth
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Ryan A. Chand Private Wealth Advisor at Ewm - I
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Kim Knight Administrative Assistant at Element
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Tiffany Shaver Director of Client Services at Element
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Employees by Management Level

Individual contributor 2 profiles
Director 1 profile
Associate / junior 1 profile

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