Emmanuel Eliason
ELIASON WEALTH MANAGEMENT LLC
Centennial, CO 80112
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CRD#: 7485743
Professional summary
Emmanuel Eliason, CFP® is a registered financial advisor currently at ELIASON WEALTH MANAGEMENT LLC located in Centennial, Colorado.
Emmanuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Emmanuel has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business consultant for small businesses. Life insurance producer for insurance carriers earning commissions for selling life and annuity products.
CRS (Client Relationship Summary) - RIA
Click below to view Emmanuel Eliason'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: 2021
Experience
Current
March 11, 2022 - Present
ELIASON WEALTH MANAGEMENT LLC
Office #1: 9200 E Mineral Ave Ste 100, Centennial, CO 80112RIA
CRD#: 318316
Centennial, CO
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
Colorado(3/11/2022)
Exams
Current Firm
EW
ELIASON WEALTH MANAGEMENT LLC
ELIASON WEALTH MANAGEMENT LLC
CRD#: 318316 / SEC#:
Colorado
Registered Investment Advisory firm - (3/11/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9200 E Mineral Ave Ste 100, Centennial, CO 80112
Mailing Address
Phone number
(720) 588-9717
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 842,238 |
Red Flags
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