Samuel
Ellsworth

Money Concepts Capital Corp

CRD#7429548
Investment Advisor
in Indianapolis, IN

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About this Advisor

Samuel Ellsworth is a financial advisor working out of Indianapolis, Indiana who has 1 year of industry experience. Ellsworth works at Money Concepts Capital Corp. Over the course of their career, they have held roles at Korhorn Financial Group, Kfg Wealth Management LLC, Purdue University, Indianapolis Pool And Spa, Meijer, Lawrence North High School, Fall Creek Elementary School and Money Concepts Capital Corp. Ellsworth has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Indiana. Money Concepts Capital Corp is a company based in Palm Beach Gardens, FL. The firm has offices in 24 locations and a total of 429 people on staff. It has $3 billion in assets under management among its 14,957 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 41 charities and foundations. Of its 14,957 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fees typically vary depending on the financial services offered. However, fees billed by Money Concepts Capital Corp likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7828 East 88Th Street
Indianapolis, IN 46256-1234

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Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,644,047,829

IN Average: $1,855,561,029
Total Number of Employees

429

IN Average: 62
Total Number of Accounts

14,957

IN Average: 2,474
Average Account Size

$176,777

IN Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Samuel Ellsworth Work History

Samuel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Money Concepts Capital Corp

2021 - 2022 (1 year)

Korhorn Financial Group

2021 - 2022 (1 year)

Kfg Wealth Management LLC

2019 - 2020 (1 year)

Indianapolis Pool And Spa

2017 - 2021 (4 years)

Purdue University

2017 - 2018 (1 year)

Meijer

2014 - 2017 (3 years)

Lawrence North High School

2012 - 2014 (2 years)

Fall Creek Elementary School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Samuel Ellsworth 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 Money Concepts Advisory Service

John Gleason
Owensboro, KY
Nicole Burczyk
Palm Beach Gardens, FL
Ryan Mcdaniel
Palm Beach Gardens, FL
Jacob Moore
Loveland, CO
Jason Grosse
Saint Peters, MO
Helen Dao
Palm Beach Gardens, FL
Kirk Paulsen
Palm Beach Gardens, FL
Lorena Corral
Mcallen, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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