Advisor at Kovack Advisors, inc.
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.
Location
Bucklin, KS
Credentials
Series 66
Industry experience
7 years
Miranda Ellis is a financial advisor at Kovack Advisors, Inc. with seven years of industry experience. She holds a Series 66 credential and has previously worked at United Capital Management of Kansas and SA Stone Wealth Management, Inc. Outside of her advisory work, Ellis is involved in coaching youth soccer and coordinates activities for a religious nonprofit organization. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and pension plans, through a nationwide network of representatives. The firm focuses on diversified asset-class exposure primarily through mutual funds and ETFs, offers access to third-party asset managers, and provides both discretionary and non-discretionary portfolio management.
Based on Kovack Advisors, inc.
Based on Kovack Advisors, inc.
Fixed fees for financial planning services negotiated per engagement; initial consultations and plan updates may have fixed fees.
Negotiable up to 2.90% annually (can be flat percentage, tiered schedule, or other break points as agreed)
Clients may pay commissions on securities transactions when IARs are Registered Representatives of affiliated broker-dealer KSI; includes 12b-1 fees for mutual funds, insurance commissions, and other related compensation separate from advisory fees.
Hourly financial planning fees up to $350 per hour maximum (negotiable).
Account minimum: $10,000 to $100,000 (minimums generally range in this interval and can be waived; varies by account option)
Bucklin, KS
Kansas
Kovack Advisors, Inc.
2023 - Present (3 years)
Kovack Securities, Inc.
2023 - Present (3 years)
United Capital Management of Kansas
2019 - 2023 (4 years)
SA Stone Wealth Management, Inc.
2019 - 2023 (4 years)
Bucklin Tractor & Implement Co., Inc.
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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