管理投资
Understanding your short- and long-term goals, we will tailor a plan most beneficial to you.
投资产品
- 股票 & 共同基金
- 固定收益
- 年金
- 定期存单
- 新! 引导财富投资组合
在Elements财富管理, 我们非常关心我们所做的事情, 但同样重要, 我们关心的是如何去做. Our LPL Financial的顾问s start by looking at each client’s overall finances including savings for education, 税, 遗产规划, 和退休的贡献. Then they work to craft a personalized plan that makes sense for each individual and leads clients towards their goals.
Whether you’re getting started or you’re a seasoned investor, 财富管理元素 has the 太ls to assist you on your journey. We don’t have account minimums, so we are here to support all levels of investors. Our purpose is to build lifelong relationships, which impact our client’s financial success.
The LPL Financial的顾问s at 财富管理元素 typically operate with one simple fee — based on the assets we manage on your behalf. They’re able to deliver financial planning and objective advice under this fee.
* The advisors at 财富管理元素 are affiliated with LPL Financial, the largest independent broker/dealer in the United States, as reported by 财务规划 Magazine, 1996年6月- 2019, 基于总收入.
Understanding your short- and long-term goals, we will tailor a plan most beneficial to you.
退休. 这是我们的终极目标. Our experience lets us design an investment strategy that's suitable for you.
Your kids' or grandkids' college education is a significant investment, and we can develop a plan for their future.
Our advisors are specialists in guiding you toward the insurance and estate-planning products that best fit your situation.
* LPL Financial Representatives offer access to 信任 Services through The Private 信任 Company N.A.该公司是LPL Financial的子公司.
引导财富组合* is 财富管理元素’s new self-guided online platform for investing in low-cost exchange-traded funds (ETFs) that provides personalized and access to objective investment advice (like a robo advisor) PLUS access to a dedicated 财富管理元素 LPL Financial的顾问.
* 引导财富投资组合 (GWP) is a centrally managed, 算法, investment program sponsored by LPL Financial LLC (LPL). GWP使用专有的, 自动化, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor 不 affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member 美国金融业监管局/SIPC.
All investing involved risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
我们热爱我们的工作! So much, in fact, that we have a collective 125+ years of experience. We love spending the necessary time to get to know you and your goals. Then we create a personalized plan that can be adjusted over time to continually pursue your financial goals.
自2010年以来在行业中 | 2013年加入员工
联系安
1-
agraef@mwinata.com
印第安纳波利斯办公室
225 South East Street, Suite 156
46202年,印第安纳波利斯
自1992年以来在业内 | 2006年加入员工
接触布鲁斯
1-
bevans@mwinata.com
印第安纳波利斯办公室
225 South East Street, Suite 156
46202年,印第安纳波利斯
自2019年以来在业内 | 2019年加入员工
联系杰克
1-
jevans@mwinata.com
印第安纳波利斯办公室
礼来公司技术中心
1400年西方雷蒙德
46285年,印第安纳波利斯
自2019年以来在业内 | 2019年加入员工
联系杰米
1-
jwolsiefer@mwinata.com
印第安纳波利斯办公室
225 South East Street, Suite 156
46202年,印第安纳波利斯
自1999年以来在业内 | 2008年加入员工
*Eli Lilly and 财富管理元素 不 affiliated with LPL Financial.
联系吉姆
1-
jwolf@mwinata.com
印第安纳波利斯办公室
225 South East Street, Suite 156
46202年,印第安纳波利斯
自2002年起在业内 | 2013年加入员工
接触凯利
1-
kfennelly@mwinata.com
印第安纳波利斯办公室
225 South East Street, Suite 156
46202年,印第安纳波利斯
自1992年以来在业内 | 2006年加入员工
*To compile list of 前 20 and 前 25 Program Managers, bank Investment Consultants (BIC) ranked program managers based on several criteria, including the number of advisors they oversee, 管理下的团队资产, percentage growth in team production, 每个顾问的产量. BIC uses variables that account for size, as well as metrics that capture growth and efficiency to well-rounded professionals, as opposed to those who excel in one area but fall short in others.
接触马修
1-
msnively@mwinata.com
印第安纳波利斯办公室
225 South East Street, Suite 156
46202年,印第安纳波利斯
自2017年以来在行业中 | 2017年加入人员
接触诺亚
1-
ndennis@mwinata.com
印第安纳波利斯办公室
225 South East Street, Suite 156
46202年,印第安纳波利斯
自2008年以来在行业中 | 2009年加入员工
*Eli Lilly and 财富管理元素 不 affiliated with LPL Financial.
接触雷蒙德
1-
rmark@mwinata.com
印第安纳波利斯办公室
225 South East Street, Suite 156
46202年,印第安纳波利斯
自2010年以来在行业中 | 2010年加入人员
接触斯蒂芬
1-
sbrennan@mwinata.com
印第安纳波利斯办公室
225 South East Street, Suite 156
46202年,印第安纳波利斯
自1985年以来在业内 | 2011年加入员工
联系蒂娜
1-
tbaker@mwinata.com
印第安纳波利斯办公室
225 South East Street, Suite 156
46202年,印第安纳波利斯
自2000年以来在业内 | 2016年加入员工
*Eli Lilly and 财富管理元素 不 affiliated with LPL Financial.
接触扎克
1-
zschroer@mwinata.com
印第安纳波利斯办公室
225 South East Street, Suite 156
46202年,印第安纳波利斯
自1995年起在业内 | 2018年加入员工
Supports LPL Financial的顾问s:
拉斐特的办公室
Kossuth街1527号
拉斐特在47905年
自2012年以来在业内工作 | 2018年加入员工
*2018 Tippy Connect 前 10 Under 40 nominations are based on the individual's workplace and community accomplishments, leadership and professional growth. Selection committee is comprised of area leaders and past winners.
接触马特
1-
mlerch@mwinata.com
拉斐特的办公室
Kossuth街1527号
拉斐特在47905年
自1989年以来的行业 | 2018年加入员工
接触兰迪
1-
rvernon@mwinata.com
拉斐特的办公室
Kossuth街1527号
拉斐特在47905年
Our team of advisors are well-equipped to assist 礼来公司 employees and retirees with all aspects of their financial planning.* We have supported thousands of employees who are planning for their retirement. Our team is skilled at understanding employee benefits like those offered by Eli Lilly and specializes in helping employees with:
* Eli Lilly, 财富管理元素 and LPL Financial are all separate entities.
A Reality Check on Your 退休 Savings
