JE
Jeremy Ellis
from Campbell Newman Asset Management Inc
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
Advisor can help with
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