Inactive

Elizabeth Marie Aidoo

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Current Employers

Francis Llc

19435 W. Capitol Drive, Brookfield, WI 53045 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2017-08-30

WI RA
APPROVED

Since 2017-08-30

Branch Locations

19435 W. Capitol Drive, Brookfield, WI 53045 • 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

Organization	City	State	From	To
Francis Investment Counsel	Brookfield	WI	07/2017	Present
Milwaukee Montessori School	Milwaukee	WI	08/2014	07/2017

07/2017 → Present

Francis Investment Counsel

Brookfield, WI
08/2014 → 07/2017

Milwaukee Montessori School

Milwaukee, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-08-30

S65 Uniform Investment Adviser Law Examination

2017-08-30

Other Names

Elizabeth Marie Lewan

View on SEC IAPD

Other Firms

ANNEX WEALTH MANAGEMENT, LLC

RBC CAPITAL MARKETS, LLC

M HOLDINGS SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

ENTASIS ASSET MANAGEMENT LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

DEANNE E PHILLIPS

MATTHEW ROSS KRENKE

Eric Gustav Strom

Thomas James Berkholtz

Heather Christine Shutta

Jeffrey Lynn Stanich

Clayton Joel Beilfuss

Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI

RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI

MARINER · BROOKFIELD, WI

M HOLDINGS SECURITIES, INC. · Brookfield, WI

STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI

AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI

ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

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