Elizabeth A. Young
CLAYTON WEALTH PARTNERS
Topeka, KS 66603-3808
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CRD#: 5715790
Professional summary
Elizabeth Ann Young, CFP®, who also goes by Elizabeth Ann Copeland, is a registered financial advisor currently at CLAYTON WEALTH PARTNERS located in Topeka, Kansas.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Elizabeth has worked at 1 firm .
Core Areas of Focus
College/Education Planning
Corporate Executives
High Net Worth Client Needs
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning
Biography
Elizabeth developed an interest in finance while attending college; however, her courses at the College of Business at Kansas State University didn’t give her the personal planning experience she craved. She eventually transferred to the Personal Financial Planning program at the university and never looked back.
Now a CERTIFIED FINANCIAL PLANNER™ professional, Elizabeth has been with Clayton Wealth Partners for over 13 years. In addition to her financial planning responsibilities, she supervises team members in advisor roles, conducts client seminars, and writes for the firm’s quarterly newsletter.
Question & Answer
What are your service offerings?
Tax Planning
Estate Planning
Employee and Employer Plan Ben...
Insurance Planning
Education Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Ann Copeland
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.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Ann Young's 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®
Start date: 2008
Experience
Current
October 14, 2009 - Present
CLAYTON WEALTH PARTNERS
Office #1: 716 South Kansas Avenue, Topeka, KS 66603-3808RIA
CRD#: 105898
Topeka, KS
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".
CLAYTON WEALTH PARTNERS
CLAYTON FINANCIAL SERVICES INC | CLAYTON WEALTH PARTNERS
CRD#: 105898 / SEC#: 801-17344
RIA
Registered Investment Advisory firm - (7/1/1982 Approved)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
Kansas(10/14/2009)
IAR
Texas(1/2/2021)
Exams
Current Firm
CLAYTON WEALTH PARTNERS
CLAYTON FINANCIAL SERVICES INC | CLAYTON WEALTH PARTNERS
CRD#: 105898 / SEC#: 801-17344
RIA
Registered Investment Advisory firm - (7/1/1982 Approved)PREMIUM
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Contact information
Main Address
716 South Kansas Avenue, Topeka, KS 66603-3808
Mailing Address
Phone number
(785) 232-3266
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,876 |
| AUM (Assets Under Management) | $ 909,816,483 |
Red Flags
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Company Information
CLAYTON WEALTH PARTNERS
CRD#: 105898Topeka, KS 66603-3808TRUST BUT VERIFY
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