Kerri M. Elson

VIRTUS FINANCIAL GROUP

BLOOMINGTON, IL 61071

Some features on this profile are disabled

CRD#: 8133912

Professional summary

Kerri Marie Elson is a registered financial advisor currently at VIRTUS FINANCIAL GROUP located in Bloomington, Illinois.

Kerri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kerri has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

1) Special Opportunities Available in Recreation; Not investment-related; 109 E. Olive St., Bloomington, IL. 6170; Recreational opportunities for individuals with special needs; Volunteer; Less than 5% of time during the month. 2) St. Patrick Church of Merna; Not investment-related; 1001 N Towanda Barnes Rd, Bloomington, IL. 61705; Church; Young Adult Women's Small Group Leader - Volunteer; Less than 5% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerri Marie Elson'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®

None

Experience

Current

August 1, 2025 - Present

VIRTUS FINANCIAL GROUP

Office #1: 306 E Grove St, Bloomington, IL 61071

RIA

CRD#: 317832

BLOOMINGTON, IL

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

Illinois
(8/1/2025)

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: 7/3/2025

Uniform Investment Adviser Law Examination

Current Firm

VIRTUS FINANCIAL GROUP

VIRTUS FINANCIAL GROUP | VIRTUS WEALTH MANAGEMENT, LLC | VIRTUS WEALTH MANAGEMENT LLC

CRD#: 317832 / SEC#: 801-135870

Illinois

Registered Investment Advisory firm - (10/10/2023 Approved)

Louisiana

Registered Investment Advisory firm - (3/10/2023 Approved)

Missouri

Registered Investment Advisory firm - (3/8/2023 Approved)

Texas

Registered Investment Advisory firm - (3/9/2023 Conditional Restricted)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9378 Olive Blvd Suite 102, Olivette, MO 63132

Mailing Address

Phone number

(314) 395-6133

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIRUS WEALTH DISCLOSURE BROCHURE & PRIVACY POLICY (3/17/2026)

Regulatory assets under management

Total Number of Accounts	644
AUM (Assets Under Management)	$ 119,364,407

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.

Similar Advisors

Allison Moran

ONEAMERICA SECURITIES, INC.

Lincolnshire, IL

Richard Sechler

ALLSTATE FINANCIAL SERVICES, LLC

LINCOLN, NE

Thomas Arasz

THE MARSHALL FINANCIAL GROUP LLC

IAR

HUNT VALLEY, MD

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kerri M. Elson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerri Marie Elson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIRTUS FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2025

Current Firm

VIRTUS FINANCIAL GROUP

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIRTUS FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors