Elisa Manley (CRD# 6588947) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Quincy, MI and has over 5 years of experience in the finance industry.
CRD# 5591514
Edward Jones
CRD# 4660889
Ameriprise Financial Services, LLC
CRD# 6438697
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Century Bank And Trust | Quincy, MI | Nov 2019 - Current | 4 |
| Cetera Investment Services | Saint Cloud, MN | Nov 2019 - Current | 4 |
| Cetera Investment Advisors LLC | Quincy, MI | Nov 2019 - Current | 4 |
| Century Bank And Trust | Coldwater, MI | May 2019 - Current | 4 |
| Century Wealth Management | Three Rivers, MI | May 2019 - Nov 2019 | < 1 |
| Edward Jones | St.louis, MO | Oct 2018 - Feb 2019 | < 1 |
| Edward Jones | Coldwater, MI | Dec 2015 - Oct 2018 | 2 |
| Unemployment | Coldwater, MI | Sep 2015 - Dec 2015 | < 1 |
| Great Lakes Chiropractic | Coldwater, MI | Aug 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- MI
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.