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Elaine Beckett Rich

Enrich Financial Partners LLC

Madison, WI

CRD 4449029

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Employer firm

Enrich Financial Partners LLC CRD 111234

$557M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Enrich Financial Partners Llc

6502 Grand Teton Plaza, Suite 201, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-11-27
WI RA APPROVED 2004-03-01
  • TX RA
    APPROVED
    Since 2012-11-27
  • WI RA
    APPROVED
    Since 2004-03-01

Branch Locations

6502 Grand Teton Plaza, Suite 201, Madison, WI 53719 • 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
Enrich Financial Partners Madison WI 07/2003 Present
  • 07/2003 → Present
    Enrich Financial Partners
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-01
  • S65 Uniform Investment Adviser Law Examination
    2000-05-01
Designations
  • Certified Financial Planner
Other Names
  • Elaine Maria Beckett

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CLF ASSET MANAGEMENT, INC.

Nearby Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI

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