Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
28 years
Location
Clinton, MN
LPL Financial
Institution
Ellen Schriver is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at LPL Financial since 2011, with prior roles at VOYA Financial Advisors, Kestra Investment Services, LLC, and Citigroup Global Markets. Outside of her advisory work, she is involved in a non-investment-related business named Bayside Market. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive non-advisory financial activities with oversight of over $819 billion in discretionary assets.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Clinton, MN
Clinton MN
Advisors at this office
1
California · Minnesota · Texas
28 years of industry experience
LPL Financial
2011 - Present • 15 years
San Diego, CA
VOYA Financial Advisors, Inc.
2011 - 2011 • 1 year
CA
Kestra Investment Services, LLc
2006 - 2009 • 3 years
Dallas, TX
Citigroup Global Markets
2004 - 2004 • 1 year
Southlake, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63
Ortonville, MN
Cetera
Phyllis Anderson is a financial advisor with Cetera and holds a Series 63 designation. She has 35 years of industry experience and also manages Anderson Tax & Accounting, P.A., where she oversees all company operations and provides tax and payroll services. Anderson has a long career history including significant roles at Avantax and its affiliates. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment platforms and third-party managers.
Series 65, Series 63
Ortonville, MN
Ameriprise
Lindsay Sherritt is a financial advisor at Ameriprise with 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is employed by I AM G LLC and is a Marketing Director for The Tax Collaborative, supporting tax practice activities and client service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing tax-aware retirement income planning advice.
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