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Brian Keith Elliott

Advisor at Ameriprise — Elkins, WV

Updated today

Credentials

Series 66

Experience

19 years

Location

Elkins, WV 26241-5702

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,086 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Brian Elliott is a financial advisor with Ameriprise in Elkins, WV, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ameriprise in 2025, he worked at Edward Jones from 2007 to 2025. He is also the owner of Elliott Financial Services LLC, through which he manages his Ameriprise business. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, using a centralized consulting team to provide non-discretionary, research-driven recommendations. The firm combines modeling and tax-efficiency analysis to support retirement income strategies and delivers tailored reports primarily for clients with Ameriprise-managed accounts.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Elkins, WV

600 South Randolph Avenue, Suite 7

Elkins WV 26241-5702

Advisors at this office

1

Most active in

Texas · West Virginia

Work history

19 years of industry experience

Ameriprise Financial Services LLC

2025 - Present • 1 year

Elkins, WV

Edward Jones

2007 - 2025 • 18 years

Elkins, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Voras H

CFP®, Series 63

Elkins, WV

Westminster Financial Advisory Corp

Voras Haynes Jr. is a CFP® with 40 years of industry experience, currently serving at Westminster Financial Advisory Corp. He has worked with Westminster Financial Securities, Inc. for 27 years, Innovative Insurance & Investments for 35 years, and Helmick & Associates Inc. for 40 years. Outside of his advisory roles, he is a part-owner of businesses involved in managing real estate and operating an ice cream truck. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to a diverse client base including individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with tactical overlays and uses a primarily buy-and-hold framework, offering comprehensive advice alongside portfolio management.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Clifford M

CFP®, Series 63

Elkins, WV

Westminster Financial Advisory Corp

Clifford Marstiller is a CFP® with 41 years of experience in the financial services industry. He has worked at Westminster Financial Securities, Inc. since 1999 and operates Innovative Insurance & Investments, which he founded in 1991. Outside of advisory work, he serves as a FINRA dispute resolution arbitrator and is a partial owner of a company that manages rental real estate. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlay, primarily using a buy-and-hold framework complemented by periodic rebalancing and option strategies.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners

Cora N

Series 66

Elkins, WV

Edward Jones

Cora Nucilli is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked in healthcare-related positions at St. Charles Health System and Davis Medical Center. Outside of her advising role, she has volunteered as a lifeguard at a local Elks Lodge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, with a focus on comprehensive services supported by a large network of financial advisors and branches.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar

Rebecca S

Series 63, Series 66

Elkins, WV

Cetera

Rebecca Schoonover is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Cetera and its affiliated entities since 2012. Schoonover serves on the board of directors for Mountain Memories Assisted Living and Retirement. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Christopher F

CFP®, Series 63, Series 65

Elkins, WV

Edward Jones

Christopher Fry is a CFP® with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory work, he volunteers as a ski patroller at Canaan Valley Ski Resort and plays guitar as a musician. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Kenneth G

Series 63, Series 65

Elkins, WV

Cetera

Kenneth George Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Allegheny Ins/Davis Care. Outside of his advisory work, he serves on the boards of the Elkins/Randolph Co YMCA and Davis Trust Company, and assists as an assistant middle school basketball coach. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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