Elizabeth L. Boswell
Professional summary
Elizabeth Lea Boswell, who also goes by Elizabeth Boswell, Ella Boswell, is a registered financial advisor currently at 49 FINANCIAL located in Leawood, Kansas.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Elizabeth has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Lea Boswell's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2025 - Present
49 FINANCIAL
Office #1: 6550 Sprint Parkway, Leawood, KS 66251Primary Firm SEC Registration
49 FINANCIAL
CRD#: 319484 / SEC#: 801-123687
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/27/2025)
Current Firm
49 FINANCIAL
CRD#: 319484 / SEC#: 801-123687
Contact information
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,989 |
| AUM (Assets Under Management) | $ 871,379,407 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | ||
| 02/25/2025 |
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.