professional profile
Kevin P Ellis, CFP
Overview
Kevin P Ellis is an investment adviser representative based in Brookfield, WI, with 28 years in the industry.
- Years in the industry
- 28
- States registered
- 3
- Exams passed
- 2
- Current firms
- 1
Contact
1 business email and 1 phone number on file
Registrations and licenses
- Registered in 3 states
Every state, with registration and license dates
Firms
- Envision Financial LLCCurrent firm
Employment history since 2002
Book and practice
Firm assets under management on file
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