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Hartland, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-15 |
Branch Locations
Hartland, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purpose Comprehensive Wealth | Brookfield | WI | 08/2022 | 12/2022 |
| Tax Airfreight | Milwaukee | WI | 02/2018 | 08/2022 |
| Stay At Home Mother | Franklin | WI | 01/2013 | 01/2018 |
| Purpose Comprehensive Wealth | Brookfield | WI | 12/2022 | 04/2025 |
| Elevated Private Wealht | Hartland | WI | 04/2025 | Present |
ELLE WEALTH MANAGEMENT, LLC; NOT INVESTMENT-RELATED; WISCONSIN; OWNER; APPROXIMATELY 1 HR/MO DURING TRADING HOURS; RECEIVES SALARY THROUGH LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-18 |
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