Kevin
Ellis
Envision Financial LLC
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About this Advisor
Kevin Ellis is a financial advisor based in Brookfield, Wisconsin, working with Envision Financial LLC. Kevin has previously held positions at Thrivent Advisor Network, LLC and Kyle Financial Services. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Kevin is part of Envision Financial LLC, which operates out of Brookfield, Wisconsin. The firm has 4 employees and manages assets totaling $226.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Envision Financial LLC includes asset-based fees.
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Envision Financial LLC Brokerage Details
$226,850,702
4
98
$2,314,803
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kevin Ellis Work History
Thrivent Advisor Network, LLC
Kyle Financial Services
Disclosures
Please visit the SEC profile of Kevin Ellis 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 Envision Financial LLC
Brookfield, WI
Brookfield, WI
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