Lori Ellingson

Michigan

Active 207d ago

Bio: Financial Planner

Active 23d ago

Bio: sommerinvestments.com

Active 4h ago

Bio: Hello Everyone! Excited to be here and continue learning how to serve my clients better and build up my practice.

Active 3d ago

Bio: CFP & Partner at Wealth Teams Alliance

Showing 4 of 4 users

@lori-ellingson-1955

Lori, a CRPC® with 30+ years in financial services, simplifies finance, offers honest guidance, and holds Series 6, 63, 65, and insurance licenses.

Active 5d ago

Joined Feb 17, 2025

Newport, OR