Jeremy Ellis

from Campbell Newman Asset Management Inc
SEC regulated
Regulated Investment Advisor
Jeremy Ellis is a financial advisor based in Wisconsin, Milwaukee, with 11 years of experience. Jeremy currently works for Campbell Newman Asset Management Inc. Jeremy maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeremy Ellis works at Campbell Newman Asset Management Inc
Campbell Newman Asset Management Inc is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $1,079,977,800 of assets under management and employs about 8 people. Campbell Newman Asset Management Inc uses a fee structure of a percentage of assets under your management, fixed fees and fees are based on underlying client assets under advisement.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
A percentage of assets under your management, fixed fees and fees are based on underlying client assets under advisement
Office location
330 East Kilbourn Avenue, Suite 1125, Milwaukee, Wisconsin, 53202

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