Elaine B. Rich

ENRICH FINANCIAL PARTNERS LLC

MADISON, WI 53719

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CRD#: 4449029

Professional summary

Elaine Beckett Rich, CFP®, who also goes by Elaine Maria Beckett, is a registered financial advisor currently at ENRICH FINANCIAL PARTNERS LLC located in Madison, Wisconsin.

Elaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Elaine has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elaine Maria Beckett

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elaine Beckett Rich's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

March 1, 2004 - Present

ENRICH FINANCIAL PARTNERS LLC

Office #1: 6502 Grand Teton Plaza, Suite 201, Madison, WI 53719

RIA

CRD#: 111234

MADISON, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENRICH FINANCIAL PARTNERS LLC

CRD#: 111234 / SEC#: 801-96219

RIA

Registered Investment Advisory firm - (5/5/2015 Approved)

Texas

Registered Investment Advisory firm - (5/8/2015 Terminated)

Wisconsin

Registered Investment Advisory firm - (5/8/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/27/2012)

IAR

Wisconsin
(3/1/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/1/2000

Uniform Investment Adviser Law Examination

Current Firm

ENRICH FINANCIAL PARTNERS LLC

CRD#: 111234 / SEC#: 801-96219

RIA

Registered Investment Advisory firm - (5/5/2015 Approved)

Texas

Registered Investment Advisory firm - (5/8/2015 Terminated)

Wisconsin

Registered Investment Advisory firm - (5/8/2015 Terminated)

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Contact information

Main Address

6502 Grand Teton Plaza, Suite 201, Madison, WI 53719

Mailing Address

Phone number

(608) 275-3442

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENRICH FINANCIAL PARTNERS FORM ADV PART 2 BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,534
AUM (Assets Under Management)	$ 478,464,240

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Elaine B. Rich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elaine Beckett Rich's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENRICH FINANCIAL PARTNERS LLC

Primary Firm SEC Registration

ENRICH FINANCIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2000

Current Firm

ENRICH FINANCIAL PARTNERS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENRICH FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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