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元素财富管理

投资于重要的事情

我们如何工作

At 元素财富管理, we care deeply about what we do, 但同样重要的是, 我们关心的是如何去做. Our LPL Financial Advisors start by looking at each client’s overall finances including savings for education, 税, 遗产规划, 退休供款. Then they work to craft a personalized plan that makes sense for each individual and leads clients towards their goals.

我们帮助谁

Whether you’re getting started or you’re a seasoned investor, 元素财富管理 has the tools 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.

我们如何收费

The LPL Financial Advisors at 元素财富管理 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.

请求咨询

问题?
我们是来支持你的.

1-888-425-0374财富@Elements.org

*The advisors at 元素财富管理 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.

我们的顾问 Offer the Following

服务+产品

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
  • 存单

退休计划

退休. 这是终极目标. Our experience lets us design an investment strategy that's suitable for you.

退休产品
  • 401k过渡援助
  • 401 k计划
  • 传统ira
  • Roth ira

为大学存钱

Your kids' or grandkids' college education is a significant investment, and we can develop a plan for their future.

大学储蓄产品
  • 529大学储蓄
  • Coverdell Education Savings Account

以保护你的资产为目标

Our advisors are specialists in guiding you toward the insurance and estate-planning products that best fit your situation.

资产保值产品
  • 生活 & 长期护理保险
  • 信任 & 遗产规划*

* LPL Financial Representatives offer access to 信任 Services through The Private 信任 Company N.A., an affiliate of LPL Financial.

我们的顾问

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.

请求咨询

值得信赖的顾问 礼来公司

印第安纳波利斯办公室
斯蒂芬•布伦南 浏览斯蒂芬的网站
斯蒂芬•布伦南
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斯蒂芬•布伦南

自2006年起在该行业任职 | 2009年加入公司

斯蒂芬•布伦南 CFP®
Vice President, LPL Financial Advisor
培训、认证 & 赞誉
  • Registered Representative of LPL Financial
  • 注册理财规划师™
  • Accredited Asset Management Specialist, College for 财务规划
  • 美国金融业监管局 Series 7 and 66 registrations through LPL Financial
  • 印第安纳州的生活 & 健康保险 licensed with long-term care endorsement

接触斯蒂芬
1-317-524-5008
sbrennan@mwinata.com

印第安纳波利斯办公室
225 South East Street, Suite 156
印第安纳波利斯，46202

访问斯蒂芬的网站
关闭
诺亚丹尼斯 浏览诺亚网站
诺亚丹尼斯
阅读更多
诺亚丹尼斯

自2017年起进入行业 | 2017年加入公司

诺亚丹尼斯 MBA, CFP®
Vice President, LPL Financial Advisor
培训、认证 & 赞誉
  • MBA from Indiana University Kelley School of 业务
  • Series 7 and 66 registrations through LPL Financial
  • 印第安纳州的生活 and 健康保险 licensed with long-term care endorsement

接触诺亚
1-317-524-5058
ndennis@mwinata.com

印第安纳波利斯办公室
225 South East Street, Suite 156
印第安纳波利斯，46202

访问诺亚网站
关闭
雷蒙德·马克 浏览Raymond的网站
雷蒙德·马克
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雷蒙德·马克

自2008年起在该行业任职 | 2009年加入公司

雷蒙德·马克 CFP®
Vice President, LPL Financial Advisor
培训、认证 & 赞誉
  • 注册理财规划师™ 
  • Knowledge of Eli Lilly’s Employee Benefits*
  • 风险管理
  • 财务规划 and Analysis
  • 退休计划
  • 印第安纳州的生活 & 健康保险 licensed with long-term care endorsement

*Eli Lilly and 元素财富管理 不 affiliated with LPL Financial.

接触雷蒙德
1-317-524-5092
rmark@mwinata.com

印第安纳波利斯办公室
225 South East Street, Suite 156
印第安纳波利斯，46202

访问Raymond的网站
关闭
扎克Schroer认为 查看Zach的网站
扎克Schroer认为
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扎克Schroer认为

自2000年以来一直在该行业工作 | 2016年加入公司

扎克Schroer认为 如果®,crp®
Vice President, LPL Financial Advisor
培训、认证 & 赞誉
  • Extensive experience in the investment industry
  • CRPS® conferred by College for 财务规划
  • Chartered 退休 Plan Specialist and Accredited Investment Fiduciary
  • Onsite presence at Lilly Corporate Center
  • Experience in Corporate 退休 Plans and Executive Compensation Packages
  • Knowledge of Eli Lilly Employee Benefits*
  • 财务规划 and Analysis – customized to each individual

*Eli Lilly and 元素财富管理 不 affiliated with LPL Financial.

接触扎克
1-317-957-7448
zschroer@mwinata.com

印第安纳波利斯办公室
225 South East Street, Suite 156
印第安纳波利斯，46202

访问Zach的网站
关闭
莉斯Wertz 查看Liz的网站
莉斯Wertz
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莉斯Wertz

自2021年起进入该行业 | 2021年加入公司

莉斯Wertz CFP®
Vice President, LPL Financial Advisor
培训、认证 & 赞誉
  • 注册理财规划师™
  • Knowledge of Eli Lilly Employee Benefits*
  • Onsite presence at Lilly Technology Center
  • Comprehensive 财务规划
  • 投资管理
  • 美国金融业监管局 Series 7 and 66 registrations through LPL Financial
  • 印第安纳州的生活 & 健康保险 licensed with a long-term care endorsement

*Eli Lilly and 元素财富管理 不 affiliated with LPL Financial.

联系莉斯
1-317-957-7620
lwertz@mwinata.com

印第安纳波利斯办公室
225 South East Street, Suite 156
印第安纳波利斯，46202

访问Liz的网站
关闭
吉姆狼 浏览吉姆的网页
吉姆狼
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吉姆狼

自1999年在该行业任职 | 2008年加入公司

吉姆狼 CFP®
Vice President, LPL Financial Advisor
培训、认证 & 赞誉
  • 注册理财规划师™ 
  • Knowledge of Eli Lilly’s Employee Benefits*
  • 财务规划
  • 投资管理
  • 印第安纳州的生活 & 健康保险 licensed with long-term care endorsement

*Eli Lilly and 元素财富管理 不 affiliated with LPL Financial.

联系吉姆
1-317-524-5142
jwolf@mwinata.com

印第安纳波利斯办公室
225 South East Street, Suite 156
印第安纳波利斯，46202

访问吉姆的网站
关闭
凯瑟琳·米尔斯
凯瑟琳·米尔斯
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凯瑟琳·米尔斯

自2022年以来的行业 | 2022年加入公司

凯瑟琳·米尔斯
LPL销售助理
培训、认证 & 赞誉
  • Supports LPL Financial Advisors 雷蒙德·马克 and 扎克Schroer认为

联系凯瑟琳
1-317-524-5035
kmills@mwinata.com

印第安纳波利斯办公室
225 South East Street, Suite 156
印第安纳波利斯，46202

关闭
阿曼达·里士满
阿曼达·里士满
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阿曼达·里士满

自2003年起在该行业任职 | 2023年加入公司

阿曼达·里士满
AVP, 财富 Operations Manager and LPL Registered Sales Assistant
培训、认证 & 赞誉
  • SIE, Series 7, and Series 63 registered through LPL Financial
  • Supports LPL Financial Advisors 诺亚丹尼斯, 斯蒂芬•布伦南, and 莉斯Wertz

联系阿曼达
1-317-957-7469
arichmond@mwinata.com

印第安纳波利斯办公室
225 South East Street, Suite 156
印第安纳波利斯，46202

关闭
马修Snively
马修Snively
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马修Snively

自1992年起在该行业任职 | 2006年入职

马修Snively
Senior Vice President of 财富管理
培训、认证 & 赞誉
  • Registered Representative of LPL Financial
  • Series 7, 8 and 63 registrations through LPL Financial
  • 印第安纳州的生活 & 健康保险
  • LPL Master’s Qualifier, 2013-2019
  • Bank Investment Consultant Magazine “前 20 Program Managers,” 2012, 以及“前25名项目经理”," 2015, 2017*
  • Current board/committee affiliations: Product Research Organization for Credit Unions, Hamilton County Sheriff’s Reserve, 公司., LPL Credit Union Executive Advisory Council. Previous board/committee affiliations: National Association of Credit Union Service Organizations, National Association of Federal Credit Unions (membership committee), Hamilton County Leadership Academy and Central Indiana Police Foundation.

*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, team assets under management, percentage growth in team production, 每个顾问的产出. 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
1-317-524-5127
msnively@mwinata.com

印第安纳波利斯办公室
225 South East Street, Suite 156
印第安纳波利斯，46202

关闭
拉斐特的办公室
马特我们 查看Matt的网站
马特我们
阅读更多
马特我们

自2012年起在该行业任职 | 2018年入职

马特我们 水煤浆®CFP®
Vice President, LPL Financial Advisor
培训、认证 & 赞誉
  • Registered Representative of LPL Financial
  • 注册理财规划师™ 
  • 注册财富策略师®
  • Series 6, 7, 63, and 65 registrations through LPL Financial
  • 印第安纳州的生活 & 健康保险 licensing with Long Term Care endorsement
  • 2018 Tippy Connect 前 10 Under 40 Nominee*

*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
1-765-447-0000
mlerch@mwinata.com

拉斐特的办公室
科苏斯街1527号
拉斐特，47905

访问Matt的网站
关闭
海莉·罗宾逊
海莉·罗宾逊
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海莉·罗宾逊

自2022年以来的行业 | 2022年加入公司

海莉·罗宾逊
LPL销售助理

Supports LPL Financial Advisors:

  • 马特我们

海莉的联系
1-765-447-0000
hrobinson@mwinata.com

拉斐特的办公室
科苏斯街1527号
拉斐特，47905

关闭
礼来公司的经验

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:

  • Planning for their retirement
  • Evaluating early retirement offers
  • 养老金
  • 401k投资分配
  • 股权奖励
  • 集中股票期权

* Eli Lilly, 元素财富管理 and LPL Financial are all separate entities.

了解更多:
  • Upcoming Events and Workshops
  • Market Outlooks from LPL Financial
  • Timely news and lifestyle articles about investing
  • 特别促销或优惠

上面的文章

自1954年以来, the Federal Open Market Committee (FOMC) has gradually increased rates to curb inflation thirteen times before considering reversing the hikes and bringing the interest rates back down. It is just something that happens, like crummy weather, while you are at the beach. One way to navigate a volatile market is to understand what is happening and how to prepare today for such an event.
The journey to prosperity involves more than just a high income. It requires strategic planning, 明智的投资决策, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a financial professional could be a game-changer on your path toward a higher net worth.
The journey to prosperity involves more than just a high income. It requires strategic planning, 明智的投资决策, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a financial professional could be a game-changer on your path toward a higher net worth.
As high-net-worth (HNW) individuals approach their golden years, retirement planning often becomes a focal point of their financial strategies. One aspect of this planning that sometimes creates confusion or misinterpretation is the role of Social Security benefits. Understanding how Social Security fits into the retirement picture can be crucial for those with significant wealth as it may influence other planning decisions.
正如预期的, the Federal Open Market Committee (FOMC) decided to keep the target range for the federal funds rate at 5.25 to 5.50 percent for the fifth consecutive meeting, as it wants to "gain greater confidence that inflation is moving sustainable toward 2 percent" before beginning to cut rates.

每周市场评论

Gain insight into this week’s market news from our partners at LPL Financial. Stay up-to-date on the latest trends and stock market predictions.

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我们的位置

全方位服务办事处

印第安纳波利斯办公室
225 South East Street, Ste 156
印第安纳波利斯，46202
1-317-277-7690

拉斐特的办公室
科苏斯街1527号
拉斐特，47905
1-765-447-0000

礼来公司 (凭章限制进入)

印第安纳波利斯—Lilly Technology Center
西雷蒙街1400号
下降4901
印第安纳波利斯46285
1-317-524-5033

印第安纳波利斯—Lilly Corporate Center
大厦21/C DC 2015
印第安纳波利斯46285
1-317-957-7448

问题?
准备好成为客户?

哪个赌钱app比较好

1-888-425-0374(免费)财富@Elements.org

让我们聚在一起.

请求咨询
财富管理

元素财富管理
225 South East Street; Suite 156
印第安纳波利斯, IN 46202

1-888-425-0374

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