Ike Ugonnaya Elele
CFP®Professional Summary
Ike Ugonnaya Elele, CFP®, who also goes by Ike U Elele, Ike Elele, is a registered financial advisor currently at CAPITALWIZE, LLC located in Baltimore, Maryland. Ike is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ike has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Business Services
- Retirement Planning
- Education Funding
- Investment Management
- Social Security & Medicare Planning
- Tax Planning
- Risk Management & Insurance
Other Aliases
Ike U Elele, Ike Elele
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
X (Twitter)
x.com/xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
CAPITALWIZE, LLC | MONEY SAVVY FINANCIAL, LLC
Contact Information
Main Address
1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309Phone Number
(800) 835-0863# of Employees
8Documents
Regulatory Assets Under Management
Total Number of Accounts
101AUM (Assets Under Management)
$272,099Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(2/23/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2017About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ike Ugonnaya Elele's CRS (Customer Relationship Summary).
Services Offered by Ike
- Financial Planning
- Business Services
- Retirement Planning
- Education Funding
- Investment Management
- Social Security & Medicare Planning
- Tax Planning
- Risk Management & Insurance
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