Lynn
Ackerman
Ellevest
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About this Advisor
Lynn Ackerman is a financial advisor based in Lisle, Illinois, working with Ellevest. Lynn has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Golden Trail Advisers, and Ellevest. Lynn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, New York, and Texas. Currently, Lynn is part of Ellevest, which operates out of Lisle, Illinois. The firm has 104 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Ellevest includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ellevest Brokerage Details
$1,902,522,616
104
144,143
$13,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Lynn Ackerman Work History
Ellevest
Golden Trail Advisers
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Disclosures
Please visit the SEC profile of Lynn Ackerman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ellevest
New York, NY
New York, NY
New York, NY
Lisle, IL
New York, NY
Costa Mesa, CA
Virginia Beach, VA
New York, NY
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