Kathy Barlar Ellis

Employer firm

Ellis Financial Planning CRD 333092

$181M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/1999 → 10/2024
  Raymond James Financial Services
  Clarksville, TN
• 01/2009 → 10/2024
  Raymond James Financial Services Advisors, Inc
  Clarksville, TN
• 05/2016 → 01/2018
  Ellis And Company Retirement Strategist
  Clarksville, TN
• 10/2024 → Present
  Ellis Financial Planning
  Clarksville, TN

Previous Registrations

• 2009-01-02 → 2024-10-31
  Raymond James Financial Services Advisors, Inc
  Clarksville, TN
  Clarksville, TN
• 2004-01-23 → 2009-01-02
  Raymond James Financial Services, Inc.
  Clarksville, TN
  Brentwood, TN

Other Businesses

(1.) Lone Oak Baptist Church; Investment Related; 3685 Hwy 48 Cunningham, TN 37052; Church; Non-profit; Committee/Board Member; Start Date: 12/26/2024; 1 hour devoted monthly; 0 hours devoted during trading hours; Committee oversees the finances of the church. (2.) Ellis & Company Building; Not Investment Related; 2681 Townsend Ct. Clarksville, TN 37043; Office Building for Rent; Sole Owner; Start Date: 09/2019; 1 hour devoted monthly; 0 hours devoted during trading hours; Office building rented to Ellis & Company for Ellis Financial Planning. (3.) Austin Peay State University College of Business Advisory Board; Not Investment Related; Kimbrough Building Marion Street; Volunteer Board Member; Start Date: 2020; 0 hours devoted monthly; 3 hours devoted yearly during trading hours; Attend annual meeting in October each year for about 3 hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-10-14

Designations

• Certified Financial Planner

Other Names

• Kathy B Ellis
• Kathy Lynn Ellis
• Kathy Barlar Ellis