A complete list of active advisors currently associated with E2 Financial Services, LLC

Warmer can help you find a great advisor at E2 Financial Services, LLC or one who fits your needs even better.

E2 Financial Services, LLC provides portfolio management and financial planning to individual clients and small entities, overseeing about $8.34 million in client assets across roughly 46 accounts. The firm offers ongoing direct asset management alongside one-time financial planning and consulting services. The firm operates on a non-discretionary model, recommending specific securities and obtaining client approval before executing transactions, and employs both fundamental and technical analysis with long- and short-term strategies. Account reviews are performed quarterly and the adviser considers rebalancing and tax-loss harvesting opportunities while relying on custodial and execution relationships (including participation in an institutional custody program) for trade execution and reporting. Noteworthy distinctions include an affiliated insurance business: the firm’s principal conducts insurance activities and may receive customary commissions, a relationship the brochure identifies as a potential conflict and addresses through disclosures and suitability procedures. The firm’s predominant use of non-discretionary authority is also uncommon among peers, and it does not vote client proxies, leaving proxy decisions to clients.

To learn more about the advisors currently working at E2 Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brock Muller	Southgate, KY	25

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