Best Investors Account Sign in
Claim This Profile
Current Employers
Ele Advisory Services, Inc

18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-12-10
OK RA APPROVED 2024-11-21
CT RA APPROVED 2024-11-20
NC RA APPROVED 2024-11-20
CO RA APPROVED 2023-08-22
MN RA APPROVED 2023-01-11
AZ RA APPROVED 2021-04-14
NY RA APPROVED 2021-04-08
CA RA APPROVED 2018-10-31
VA RA APPROVED 2017-07-10
UT RA APPROVED 2014-10-02
AL RA APPROVED 2014-09-25
MS RA APPROVED 2014-06-19
FL RA APPROVED 2013-03-06
LA RA APPROVED 2013-03-06
TX RA APPROVED 2011-11-17
GA RA APPROVED 2011-09-20
MI RA APPROVED 2011-04-14
  • IL RA
    APPROVED
    Since 2024-12-10
  • OK RA
    APPROVED
    Since 2024-11-21
  • CT RA
    APPROVED
    Since 2024-11-20
  • NC RA
    APPROVED
    Since 2024-11-20
  • CO RA
    APPROVED
    Since 2023-08-22
  • MN RA
    APPROVED
    Since 2023-01-11
  • AZ RA
    APPROVED
    Since 2021-04-14
  • NY RA
    APPROVED
    Since 2021-04-08
  • CA RA
    APPROVED
    Since 2018-10-31
  • VA RA
    APPROVED
    Since 2017-07-10
  • UT RA
    APPROVED
    Since 2014-10-02
  • AL RA
    APPROVED
    Since 2014-09-25
  • MS RA
    APPROVED
    Since 2014-06-19
  • FL RA
    APPROVED
    Since 2013-03-06
  • LA RA
    APPROVED
    Since 2013-03-06
  • TX RA
    APPROVED
    Since 2011-11-17
  • GA RA
    APPROVED
    Since 2011-09-20
  • MI RA
    APPROVED
    Since 2011-04-14

Branch Locations

18700 W. 10 Mile Road Suite 100, Southfield, MI 48075 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Ele Wealth Management, Inc. Southfield MI 05/2005 Present
Ele Advisory Services, Inc. Southfield MI 12/2010 Present
Ele Mortgage Services, Inc. Southfield MI 05/2005 Present
Ele Wealth Solutions, Inc. Southfield MI 03/2013 Present
Club 4 Billions, Llc Southfield MI 03/2015 Present
Coaching 4 Billions, Llc Southfield MI 03/2015 Present
The Professionals Investment Group, Llc Southfield MI 04/2010 Present
Ele-Peagler, Llc Southfield MI 01/2016 Present
Ele Cares Foundation Southfield MI 11/2018 Present
  • 05/2005 → Present
    Ele Wealth Management, Inc.
    Southfield, MI
  • 12/2010 → Present
    Southfield, MI
  • 05/2005 → Present
    Ele Mortgage Services, Inc.
    Southfield, MI
  • 03/2013 → Present
    Ele Wealth Solutions, Inc.
    Southfield, MI
  • 03/2015 → Present
    Club 4 Billions, Llc
    Southfield, MI
  • 03/2015 → Present
    Coaching 4 Billions, Llc
    Southfield, MI
  • 04/2010 → Present
    The Professionals Investment Group, Llc
    Southfield, MI
  • 01/2016 → Present
    Ele-Peagler, Llc
    Southfield, MI
  • 11/2018 → Present
    Ele Cares Foundation
    Southfield, MI
Previous Registrations
  • 2011-01-04 → 2011-06-30
    Englewood, CO
    Southfield, MI
  • 2010-11-30 → 2010-12-15
    Trivelloni Asset Management
    Mount Clemens, MI
  • 2010-12-01 → 2010-12-10
    Securities America Advisors, Inc.
    Southfield, MI
  • 2009-03-18 → 2010-11-26
    Securities America Advisors, Inc.
    La Vista, NE
  • 2005-06-16 → 2008-09-29
    Investors Capital Corp.
    Atlanta, GA
    Lynnfield, MA
    Southfield, MI
    Greenville, SC
  • 2003-07-18 → 2005-08-09
    Eastern Point Advisors Inc.
    Southfield, MI
  • 2003-07-17 → 2003-07-28
    Dallas, TX
Other Businesses

1. Owner/CEO/DBA: ELE Wealth Management, Inc. Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Independent insurance agent appointed with various carries started 08/2002(35 Hrs/Mth); 2. Owner: ELE Properties, Inc. Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Property management started 07/2010 (2 Hrs/Mth); 3. Owner: ELE Speaks. Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Motivational Speaker's Bureau (6 Hrs/Mth); 4. Owner/CEO/Mortgage Broker: ELE Mortgage Services, Inc. Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Mortgage broker for consumer mortgages started 06/2005 (1 Hrs/Mth); 5. Owner/CEO/Investment Advisor Representative: ELE Advisory Services, Inc. located at 18700 W Ten Mile Rd, Suite #100 Southfield MI 48075. Advisory Services started 12/2008 (120 Hrs/Mth); 6. Owner: Club 4 Billions LLC located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Coaching started 03/2015(1 Hrs/Mth); 7. Owner: Coaching 4 Billions LLC. Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Coaching started 03/2015(1 Hrs/Mth); 8. Owner: The Professionals Investment Group, LLC. Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Real estate investment started 04/2010(1 Hrs/Mth); 9. Co-Owner: ELE-Peagler, LLC. Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Bookkeeping and Tax Service started 02/2016(1 Hrs/Mth); 10. Owner: Founders Club, LLC, name reserved 12/2016 for future use(0 Hrs/Mth); 11. Host: The Wealth Whisperer, start date after 01/2017(1 Hrs/Wk); 12. Insurance Agent: Sagicor Life Insurance Company located at 4010 W Boy Scout Blvd, Ste. 800, Tampa, FL 33607, started 02/2017(1 Hrs/Mth); 13. ELE Radio LLC; name reserved 04/2006 for future use (0 Hrs/Mth); 14. Owner: ELE Family Inc. Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Holding company started 12/2010(5 Hrs/Mth); 15. Owner: ELE Holding Company LLC. Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Name reserved 12/2012 for future use(0 Hrs/Mth); 16. Owner/Director: ELE Cares Foundation located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Charitable organization. Started 11/2018 (5 Hrs/Mth). 17. Owner: ELE Properties Florida Inc. Located at 18700 W 10 Mile Road, Suite 100, Southfield, MI 48075. Property Management. Started 07/01/2020; 18. Owner: Celebration Crematory Services, Inc. Located at 18700 W 10 Mile Road, Suite 100, Southfield, MI 48075. Crematory Services. Started 08/01/2020. 19. Director: Educators With Purpose. Located at 19800 Beech Daly Rd., Redford, MI 48240. Foundation board member. 20. Owner: ELE Properties MS, LLC. Located at 18700 W Ten Mile Rd, Suite #100, Southfield, MI 48075. Property management started 06/2023 (1 Hrs/Mth).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-05-10
S65 Uniform Investment Adviser Law Examination 1999-05-10
  • S63 Uniform Securities Agent State Law Examination
    1999-05-10
  • S65 Uniform Investment Adviser Law Examination
    1999-05-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Southfield, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor