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Elizabeth A Sturgeon

Wealth Advisory Solutions, LLC

Zionsville, IN

Brownsburg, IN

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Current Employers
Wealth Advisory Solutions, Llc

1630 W Oak St Suite 201, Zionsville, IN 46077 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-08-17
  • IN RA
    APPROVED
    Since 2017-08-17

Branch Locations

1630 W Oak St Suite 201, Zionsville, IN 46077 • United States

7230 Arbuckle Commons Suite 233, Brownsburg, IN 46112 • 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
Morgan Stanley Smith Barney Indianapolis IN 06/2009 08/2017
Wealth Advisory Solutions, Llc Zionsville IN 08/2017 Present
Intelligent Design Advisors, Llc Zionsville IN 08/2017 Present
  • 06/2009 → 08/2017
    Morgan Stanley Smith Barney
    Indianapolis, IN
  • 08/2017 → Present
    Wealth Advisory Solutions, Llc
    Zionsville, IN
  • 08/2017 → Present
    Intelligent Design Advisors, Llc
    Zionsville, IN
Previous Registrations
Other Businesses

HEATH FARMS INC; MILROY, IN; AGRICULTURAL; PRESIDENT AND BOARD MEMBER; 10 MINUTES PER MONTH OUTSIDE TRADING HOURS; NO TIME DURING TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-21
S63 Uniform Securities Agent State Law Examination 2001-05-09
  • S66 Uniform Combined State Law Examination
    2007-05-21
  • S63 Uniform Securities Agent State Law Examination
    2001-05-09
Other Names
  • Elizabeth Ann Haner
  • Beth Sturgeon

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
EDWARD JONES
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

Alexander Scott Kiritschenko
Greg Alan Storen
Matthew D Wilson
Kiran Bala Sharma
James Brian Biggs
RONNIE LEE JACKSON
Joseph John Cavazos
Jason Garrett Hull

Other Offices

STOREN FINANCIAL · ZIONSVILLE, IN
AMERIPRISE FINANCIAL SERVICES, LLC · Zionsville, IN
PNC WEALTH MANAGEMENT LLC · ZIONSVILLE, IN
J.P. MORGAN SECURITIES LLC · ZIONSVILLE, IN
EDWARD JONES · ZIONSVILLE, IN
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · ZIONSVILLE, IN
EDWARD JONES · ZIONSVILLE, IN
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT · Zionsville, IN

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