Elliott
Homan

The Etf Store, Inc

CRD#6188628
Investment Advisor
in Overland Park, KS

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About this Advisor

Elliott Homan is a financial advisor who works out of Overland Park, Kansas, with 10 years of industry experience. Homan is an advisor for The Etf Store, Inc. Their career trajectory has included roles at United States Marine Corps and The Etf Store, Inc. Homan maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Kansas and Texas. The Etf Store, Inc is a firm that has its headquarters in Overland Park, KS. It controls $205 million in assets under management between its 1,211 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,211 customer accounts, just 11% belong to high-net-worth clients who have greater than $1 million in investable assets. The business performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services are offered. However, fees billed by The Etf Store, Inc likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7300 West 110Th Street Suite 870
Overland Park, KS 66210

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The Etf Store, Inc Brokerage Details

Total Assets Under Management

$205,050,151

KS Average: $2,243,162,756
Total Number of Employees

9

KS Average: 44
Total Number of Accounts

1,211

KS Average: 4,091
Average Account Size

$169,323

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Elliott Homan Work History

Elliott has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

The Etf Store, Inc

2009 - Present (15 years)

United States Marine Corps

*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 Elliott Homan 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 The Etf Store, Inc

Jason Lank
Overland Park, KS
William Fisher
Overland Park, KS
Conor Kelly
Overland Park, KS
Elliott Homan
Overland Park, KS
Benjamin Sight
Overland Park, KS
Nathan Geraci
Overland Park, KS
Timothy Womack
Overland Park, KS
Steven Murray
Overland Park, KS

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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