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Elizabeth Wertz

LPl Financial LLC

Indianapolis, IN

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-11-09
  • IN RA
    APPROVED
    Since 2021-11-09

Branch Locations

225 S East St Ste 156, Indianapolis, IN 46202 • 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
The Hostetter Team At Everhart Studio Indianapolis IN 10/2020 06/2021
Elevate Indy Indianapolis IN 02/2020 07/2020
Keep Indianapolis Beautiful Indianapolis IN 04/2017 12/2019
Growing Places Indy Indianapolis IN 06/2014 03/2018
Elements Financial Federal Credit Union Indianapolis IN 07/2021 Present
Lpl Financial Llc Indianapolis IN 07/2021 Present
  • 10/2020 → 06/2021
    The Hostetter Team At Everhart Studio
    Indianapolis, IN
  • 02/2020 → 07/2020
    Elevate Indy
    Indianapolis, IN
  • 04/2017 → 12/2019
    Keep Indianapolis Beautiful
    Indianapolis, IN
  • 06/2014 → 03/2018
    Growing Places Indy
    Indianapolis, IN
  • 07/2021 → Present
    Elements Financial Federal Credit Union
    Indianapolis, IN
  • 07/2021 → Present
    Lpl Financial Llc
    Indianapolis, IN
Other Businesses

1. 9/2021 - DBA for LPL Business (entity for LPL business) - Elements Wealth Management - Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-28
  • S66 Uniform Combined State Law Examination
    2021-10-28
Other Names
  • Liz Wertz

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
FOUNDATIONAL FINANCIAL ADVISORS, LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

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