Lori Ellingson

Active 9h ago

Bio: CFP & Partner at Wealth Teams Alliance

Active 5d ago

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

Active 10d ago

Bio: sommerinvestments.com

Michigan

Active 145d ago

Bio: Financial Planner

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@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 7h ago

Joined Feb 17, 2025

Newport, OR