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Inactive

Kathleen Valerie Elliott

Thepartners Wealth Management

Mount Clemens, MI

Carmel By The Sea, CA

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Current Employers
Thepartners Wealth Management

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-27
  • MI RA
    APPROVED
    Since 2025-03-27

Branch Locations

25 N. Main Street, Mount Clemens, MI 48043 • United States

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Premier Estate Planners, Llc Clinton Township MI 01/2016 04/2018
Trivelloni Asset Management, Llc Mt. Clemens MI 04/2018 03/2025
Trivelloni Risk Management Llc Mount Clemens MI 03/2020 03/2025
Thepartners Wealth Management Carmel By The Sea CA 03/2025 Present
Previous Registrations
  • 2018-04-17 → 2025-12-31
    Trivelloni Asset Management
    Mount Clemens, MI
  • 2016-01-21 → 2018-04-16
    Premier Estate Planners, Llc
    Clinton Township, MI
  • 2014-02-20 → 2016-01-18
    Ljpr Financial Advisors
    Troy, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-17
  • S65 Uniform Investment Adviser Law Examination
    2014-02-17
Other Names
  • Kathleen Valerie Cook

View on SEC IAPD

Other Firms

THRIVENT INVESTMENT MANAGEMENT INC.
PKS ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
FIRST FINANCIAL COACHING, INC.
CORECAP ADVISORS

Other Investors

DAVID DARWIN COLLINS
Ian A Cole
KEVIN WILLIAM WOEHLER
STEPHEN JAMES ZADE
Kurt Ryan Davis
William James Hawkins
Jill Trivelloni
Nicole Faith Narkus

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · MOUNT CLEMENS, MI
PKS ADVISORY SERVICES, LLC · Mt. Clemens, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mt Clemens, MI
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · MT. CLEMENS, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Mount Clemens, MI
EDWARD JONES · MOUNT CLEMENS, MI
FIRST FINANCIAL COACHING, INC. · MT. CLEMENS, MI
CORECAP ADVISORS · Mt. Clemens, MI

More in Mount Clemens, MI

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