Best Investors Account Sign in
Inactive

Elizabeth Ann Young

Clayton Wealth Partners

Topeka, KS

CRD 5715790

Claim This Profile
Employer firm

Clayton Wealth Partners CRD 105898

$910M regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Clayton Wealth Partners

716 South Kansas Avenue, Topeka, KS 66603-3808 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-02
KS RA APPROVED 2009-10-14
  • TX RA
    APPROVED
    Since 2021-01-02
  • KS RA
    APPROVED
    Since 2009-10-14

Branch Locations

716 South Kansas Avenue, Topeka, KS 66603-3808 • 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
Clayton Financial Services, Inc. Topeka KS 05/2005 07/2017
Clayton Financial Services, Inc. Topeka KS 07/2017 Present
  • 05/2005 → 07/2017
    Clayton Financial Services, Inc.
    Topeka, KS
  • 07/2017 → Present
    Clayton Financial Services, Inc.
    Topeka, KS
Designations
  • Certified Financial Planner
Other Names
  • Elizabeth Ann Copeland

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AE WEALTH MANAGEMENT, LLC

Nearby Investors

THERESA A YOUNG
ALLISON ANNE ARMITAGE
MARK E YOUNG

Nearby Offices

LPL FINANCIAL LLC · Topeka, KS
LPL FINANCIAL LLC · Topeka, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · TOPEKA, KS

More in Topeka, KS

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor