A complete list of active advisors currently associated with Ellerbrock-Norris Wealth Strategies LLC

Warmer can help you find a great advisor at Ellerbrock-Norris Wealth Strategies LLC or one who fits your needs even better.

Ellerbrock‑Norris Wealth Strategies serves individuals, high‑net‑worth clients, and employer retirement plans, offering discretionary and non‑discretionary investment management, financial planning, pension consulting, and the selection or retention of third‑party subadvisers. The firm also facilitates estate‑planning document preparation through an introduced online provider and provides both one‑time and ongoing planning engagements. The firm generally implements risk‑based, diversified portfolios using no‑load mutual funds, ETFs, individual stocks, corporate and municipal bonds, and U.S. government securities, and applies fundamental analysis, modern portfolio theory, and technical analysis in its process. Ellerbrock‑Norris monitors accounts on an ongoing basis (typically quarterly), manages roughly $171.6 million in client assets across discretionary and non‑discretionary relationships, and will engage third‑party managers for specialized strategies when appropriate. A noteworthy characteristic is that the adviser is a wholly owned subsidiary of an insurance agency and some of its advisers are licensed insurance agents who may offer insurance products and receive customary commissions; the firm discloses and addresses the resulting conflicts of interest. The firm’s model also blends direct advisory services with recommended third‑party platforms and subadvisers and, in at least one instance, absorbs fees when facilitating an estate‑planning online service, which differentiates its service delivery from many peers.

To learn more about the advisors currently working at Ellerbrock-Norris Wealth Strategies 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.