Best Investors Account Sign in

Elissa Keturah Rene Willis

Osaic Wealth, Inc.

Bloomfield Hills, MI

Trenton, MI

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-04-20
  • MI RA
    APPROVED
    Since 2026-04-20

Branch Locations

33 Bloomfield Hills Parkway Suite 200, Bloomfield Hills, MI 48304 • United States

3133 Van Horn Rd Suite M, Trenton, MI 48183 • 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
Osaic Bloomfield Hills MI 07/2025 Present
University Of Michigan Ann Arbor MI 08/2020 04/2024
University Of Michigan Ann Arbor MI 02/2023 04/2023
University Of Michigan Ann Arbor MI 09/2023 04/2024
Mathnasium Royal Oak MI 07/2021 08/2021
Project Healthy Community Detroit MI 07/2019 08/2019
Renaissance High School Detroit MI 09/2016 05/2020
Osaic Bloomfield Hills MI 06/2024 07/2025
  • 07/2025 → Present
    Osaic
    Bloomfield Hills, MI
  • 08/2020 → 04/2024
    University Of Michigan
    Ann Arbor, MI
  • 02/2023 → 04/2023
    University Of Michigan
    Ann Arbor, MI
  • 09/2023 → 04/2024
    University Of Michigan
    Ann Arbor, MI
  • 07/2021 → 08/2021
    Mathnasium
    Royal Oak, MI
  • 07/2019 → 08/2019
    Project Healthy Community
    Detroit, MI
  • 09/2016 → 05/2020
    Renaissance High School
    Detroit, MI
  • 06/2024 → 07/2025
    Osaic
    Bloomfield Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-17
  • S66 Uniform Combined State Law Examination
    2026-04-17
Other Names
  • Elissa Willis

View on SEC IAPD

Other Firms

ENGLISH CAPITAL MANAGEMENT LLC
SCHWARTZ & CO.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
HIDDEN CAPITAL MANAGEMENT, LLC
PROSPERITY WEALTH STRATEGIES LLC
QUARTON CAPITAL PARTNERS
SPARTAN WEALTH MANAGEMENT

Other Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman
Thomas Jack Schwartz
NICOLE LEE HOAG
GABRIEL STEPHEN BESHARA
Spencer Christian Eick
Gregory John Schwartz

Other Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI
LPL FINANCIAL LLC · BIRMINGHAM, MI
J.P. MORGAN SECURITIES LLC · BLOOMFIELD HILLS, MI
HIDDEN CAPITAL MANAGEMENT, LLC · BLOOMFIELD HILLS, MI
PROSPERITY WEALTH STRATEGIES LLC · Bloomfield Hills, MI
QUARTON CAPITAL PARTNERS · BIRMINGHAM, MI

More in Bloomfield Hills, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor