Kathleen V. Elliott
Professional summary
Kathleen Valerie Elliott, who also goes by Kathleen Valerie Cook, is a registered financial advisor currently at TRIVELLONI ASSET MANAGEMENT located in Mount Clemens, Michigan and THEPARTNERS WEALTH MANAGEMENT located in Mount Clemens, Michigan.
Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kathleen has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathleen Valerie Elliott's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 17, 2018 - Present
TRIVELLONI ASSET MANAGEMENT
Office #1: 25 N. Main Street, Mount Clemens, MI 48043March 27, 2025 - Present
THEPARTNERS WEALTH MANAGEMENT
Office #1: 25 N. Main Street, Mount Clemens, MI 48043January 21, 2016 - April 16, 2018
PREMIER ESTATE PLANNERS, LLC
February 20, 2014 - January 18, 2016
LJPR FINANCIAL ADVISORS
Primary Firm SEC Registration
THEPARTNERS WEALTH MANAGEMENT
CRD#: 314816 / SEC#: 801-122637
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/17/2018)
Current Firm
THEPARTNERS WEALTH MANAGEMENT
CRD#: 314816 / SEC#: 801-122637
Contact information
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,304 |
| AUM (Assets Under Management) | $ 454,537,144 |
Red Flags
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