Ellie Mckenzie Lien

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2023 → Present
  Raymond James Financial Services, Inc.
  Chicago, IL
• 06/2013 → 08/2017
  City Of Medford
  Medford, OR
• 08/2016 → 05/2020
  Wheaton College
  Wheaton, IL
• 05/2018 → 08/2018
  Gallagher
  Rolling Meadows, IL
• 08/2019 → 02/2020
  Anthropologie
  Rolling Meadows, IL
• 05/2020 → 09/2020
  Unemployed
  Austin, TX
• 09/2020 → 10/2021
  Legalzoom
  Austin, TX
• 11/2021 → 09/2023
  Advantis
  Chicago, IL
• 03/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Chicago, IL

Other Businesses

(1)Name of Business: WillowTree Financial Solutions Address: 2329 N Oakley Ave, Apt 1W, Chicago, IL, 60647, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/18/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, Partner. (2)Name of Business: Josephinum Academy of the Sacred Hrt Address: 1501 N Oakley Blvd, Chicago, IL, 60622, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 08/18/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Jr Committee Member. No financial role in the committee. The first meeting is 8/18/2025 so solidify if interested parties do in fact want to participate. I am not officially in the committee yet - commitment pending.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-26

Other Names

• Ellie M Brown