Elke Winona Chenevey

Employer firm

Fsa Investment Group, LLC CRD 163641

$762M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 06/2011 → Present
  Bank Of America, N.A.
  San Diego, CA
• 02/2021 → Present
  Fs Advisors Investment Group, Llc
  Pensacola, FL
• 02/2021 → Present
  Fsa Investment Group, Llc
  Pensacola, FL

Previous Registrations

• 2004-02-03 → 2021-02-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  San Diego, CA

Other Businesses

Elke W. Chenevey sits on the Board of the San Diego American Indian Health Center; the Advisory Board of the American Indian Chamber of Commerce; the Advisory Board of the Native Financial Education Coalition; the Dartmouth College Native American Visiting Committee and is on the Board of Trustees for the United National Indian Tribal Youth (UNITY) Organization. She does not receive any compensation from any of these organizations and serves in a volunteer capacity.

Exams

• S66 Uniform Combined State Law Examination
  2004-02-02
• S63 Uniform Securities Agent State Law Examination
  1993-12-13

Other Names

• Elke Kruse
• Elke Winona Kruse