Elements Wealth Management
Financial Services
225 South East Street
8 employees
- Employees
- 8
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Elements Wealth Management Overview
- Headquarters
- 225 South East Street
- Website
- elementswealth.org
- Industry
- Financial Services
- Employees
- 8
- Founded
- 1997
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Elements Wealth Management
We're a diverse team who share a common goal: to help you pursue your dreams. • What services do we provide? Our LPL Financial Advisors start by looking at each client’s overall finances. Then they work to craft a personalized plan that makes sense for each individual. • Who benefits from our services? Whether you’re getting started or you’re a seasoned investor, we’ve got the tools to assist you on your journey. We support all levels of investors. Our Advisors have more than 125 years of collective experience. Visit elements.org/wealth to request a complimentary consultation today! Disclosures: Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: AL, AK, AZ, AR, CA, CT, FL, GA, HI, IL, IN, IA, KS, KY, LA, MD, MA, MS, MO, MT, NE, NJ, NY, NC, OH, OK, OR, PA, PR, SC, SD, TN, TX, VA, WA, WI Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Elements Financial Federal Credit Union and Elements Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Elements Wealth Management and may also be employees of Elements Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Elements Financial Federal Credit Union or Elements Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency / Not Credit Union Guaranteed / Not Credit Union Deposits or Obligations / May Lose Value
Elements Wealth Management Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
Elements Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Bruce Evans | Vp-lpl Financial Advisor at Elements | Indianapolis, Indiana, United States |
Email
Phone
|
| Liz Wertz, Cfp® | Vice President, Lpl Financial Advisor |
View
|
|
| Randy Vernon | Vice President - Elements Wealth | Lafayette, Indiana, United States |
Email
|
Employees by Management Level
Executive
2 profiles
VP / Head
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
Compare Similar Companies to Elements Wealth Management
System Scale Corporation
Industrial Automation
Town of Brownsburg
Government Administration
Vicinia Property Management
Real Estate
Reams Asset Management
Investment Management
Aquatic Management of Indianapolis
Recreational Facilities
Near North Development Corporation
Community Development And Urban Planning
Evans May Wealth
Financial Services
TMG Construction Management, Inc.
Nonresidential Building Construction
Visit Hendricks County
Hospitality
Golden Sky Management
Leasing Residential Real Estate