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Elements Wealth Management

Invest in What Matters

How We Work

At Elements Wealth Management, we care deeply about what we do, but just as important, we care about how we do it. 我们的LPL财务顾问首先查看每个客户的整体财务状况,包括教育储蓄, taxes, estate planning, and retirement contributions. 然后他们会为每个人制定个性化的计划,引导客户实现他们的目标.

Who We Help

不管你是刚起步还是已经是一个经验丰富的投资者, Elements财富管理有工具来帮助你的旅程. 我们没有账户最低限额,所以我们在这里支持所有层次的投资者. 我们的目标是建立终生的关系,这将影响我们客户的财务成功.

How We Charge

Elements Wealth Management的LPL财务顾问通常只收取一笔简单的费用——基于我们代表您管理的资产. 在这笔费用下,他们能够提供财务规划和客观的建议.

我们的顾问提供以下内容

Services + Products

Managing Investments

了解您的短期和长期目标,我们将定制一个最有利于您的计划.

Investment Products
  • Stocks & Mutual Funds
  • Fixed Income
  • Annuities
  • Certificates of Deposit
  • NEW! Guided Wealth Portfolios

Retirement Planning

Retirement. It's the ultimate goal. 我们的经验让我们设计出适合你的投资策略.

Retirement Products
  • 401k Transition Assistance
  • 401k Planning
  • Traditional IRAs
  • Roth IRAs

Save for College

你的孩子或孙子的大学教育是一项重要的投资, 我们可以为他们的未来制定计划.

College Savings Products
  • 529 College Savings
  • Coverdell教育储蓄账户

Aim to Protect Your Assets

我们的顾问专业指导您选择最适合您情况的保险和遗产规划产品.

Asset Preservation Products
  • Life & Long-Term Care Insurance
  • Trust & Estate Planning*

* LPL财务代表通过私人信托公司N提供信托服务.A., an affiliate of LPL Financial.

NEW! GUIDED WEALTH PORTFOLIOS

Guided Wealth Portfolios* 元素财富管理(Elements Wealth Management)新推出的投资低成本交易所交易基金(etf)的自助在线平台,提供个性化和客观的投资建议(比如机器人顾问),它是与专业的元素财富管理LPL金融顾问的结合吗.

 

今天就开始指导财富投资组合

*指引财富投资组合(GWP)是集中管理的, algorithm-based, 由LPL金融有限责任公司(LPL)赞助的投资项目. GWP uses proprietary, automated, 利用计算机算法来生成基于LPL构建的投资组合模型的投资建议. FutureAdvisor和LPL是非附属实体. 如果您从LPL或FutureAdvisor以外的另一家注册投资顾问公司获得GWP方面的咨询服务, LPL和FutureAdvisor不是该顾问的附属机构. LPL和FutureAdvisor都是在美国注册的投资顾问公司.S. LPL也是美国金融业监管局/SIPC的成员.

所有的投资都有损失本金的风险. 没有策略能保证成功或避免损失. 并不能保证多样化的投资组合会提高整体回报或优于非多样化的投资组合. 分散投资并不能抵御市场风险.

OUR ADVISORS

We love what we do! 事实上,我们有超过125年的经验. 我们喜欢花必要的时间去了解你和你的目标. 然后,我们创建一个个性化的计划,可以随着时间的推移进行调整,不断追求您的财务目标.

Indianapolis Office
Ann Graef
Ann Graef
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Ann  Graef

In the Industry Since 2010 | Joined Staff in 2013

Ann Graef
LPL Registered Sales Assistant
Training, Certifications & Accolades
  • 系列7,63和65通过LPL Financial注册
  • Indiana Life & Health Insurance licensed
  • 支持LPL财务顾问Bruce Evans, Jack Evans, Kelly Fennelly和Raymond Mark

Contact Ann
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agraef@nannolight.com

Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202

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Bruce  Evans

In the Industry Since 1992 | Joined Staff in 2006

Bruce Evans
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • Providing one-on-one guidance
  • Planning for future generations
  • Retirement Planning
  • 评估目标,例如留下遗产或负责任的投资
  • Indiana Life & 持有长期护理许可的健康保险

Contact Bruce
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bevans@nannolight.com

Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202

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Jack  Evans

In the Industry Since 2019 | Joined Staff in 2019

Jack Evans
LPL Financial Advisor
Training, Certifications & Accolades
  • Providing one-on-one guidance
  • Planning for future generations
  • Retirement Planning
  • 通过倾听你的财务目标和目的来制定个性化的计划
  • 7年美国海军退伍军人

Contact Jack
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jevans@nannolight.com

Indianapolis Office
Lilly Technology Center
1400 West Raymond
Indianapolis, IN 46285

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Jami Wolsiefer
Jami Wolsiefer
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Jami  Wolsiefer

In the Industry Since 2019 | Joined Staff in 2019

Jami Wolsiefer
LPL Registered Sales Assistant
Training, Certifications & Accolades
  • 系列7和66通过LPL Financial注册
  • Indiana Life & Health Insurance licensed
  • 支持LPL财务顾问吉姆·沃尔夫 & Zach Schroer

Contact Jami
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jwolsiefer@nannolight.com

Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202

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Jim  Wolf

In the Industry Since 1999 | Joined Staff in 2008

Jim Wolf CFP®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • CERTIFIED FINANCIAL PLANNER™ 
  • 了解礼来公司的员工福利*
  • Financial Planning
  • Investment Management
  • Indiana Life & 持有长期护理许可的健康保险

*礼来和Elements Wealth Management与LPL Financial没有关联.

Contact Jim
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jwolf@nannolight.com

Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202

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Kelly  Fennelly

In the Industry Since 2002 | Joined Staff in 2013

Kelly Fennelly CFP®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • LPL Financial注册代表
  • CERTIFIED FINANCIAL PLANNER™
  • 系列7、6、63和65通过LPL Financial注册
  • Indiana Life & 持有长期护理许可的健康保险

Contact Kelly
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kfennelly@nannolight.com

Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202

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Matthew Snively
Matthew Snively
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Matthew  Snively

In the Industry Since 1992 | Joined Staff in 2006

Matthew Snively
财富管理高级副总裁
Training, Certifications & Accolades
  • LPL Financial注册代表
  • 系列7、8和63通过LPL Financial注册
  • Indiana Life & Health Insurance
  • 2013-2019年LPL硕士资格赛
  • 《好的赌博软件推荐》杂志“前20名项目经理”,” 2012, and "Top 25 Program Managers," 2015, 2017*
  • 目前的董事会/委员会附属机构:信用社产品研究机构, 汉密尔顿县警长预备队, Inc., LPL信用合作社执行顾问委员会. 以前的董事会/委员会附属机构:全国信用合作社服务组织协会, 全国联邦信用合作社协会(会员委员会), 汉密尔顿县领导学院和中央印第安纳警察基金会.

*编制前20名和前25名项目经理名单, 银行投资顾问公司(BIC)根据几个标准对项目经理进行排名, 包括他们所监管的顾问的数量, team assets under management, 团队生产的百分比增长, and production per advisor. BIC使用的变量决定了规模, 以及为全面发展的专业人士捕捉增长和效率的指标, 而不是那些在某个领域很优秀,但在其他领域却很差的人.

Contact Matthew
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msnively@nannolight.com

Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202

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Noah  Dennis

In the Industry Since 2017 | Joined Staff in 2017

Noah Dennis MBA
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • 印第安纳大学凯利商学院MBA
  • 系列7和66通过LPL Financial注册
  • 印第安纳生命和健康保险公司持有长期护理许可
  • LPL指导财富投资组合财务顾问

Contact Noah
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ndennis@nannolight.com

Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202

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Raymond  Mark

In the Industry Since 2008 | Joined Staff in 2009

Raymond Mark CFP®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • CERTIFIED FINANCIAL PLANNER™ 
  • 了解礼来公司的员工福利*
  • Risk Management
  • Financial Planning and Analysis
  • Retirement Planning
  • Indiana Life & 持有长期护理许可的健康保险

*礼来和Elements Wealth Management与LPL Financial没有关联.

Contact Raymond
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rmark@nannolight.com

Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202

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Stephen  Brennan

In the Industry Since 2010 | Joined Staff in 2010

Stephen Brennan CFP®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • LPL Financial注册代表
  • CERTIFIED FINANCIAL PLANNER™
  • 金融规划学院公认资产管理专家
  • 通过LPL Financial注册FINRA Series 7和Series 66
  • Indiana Life & 持有长期护理许可的健康保险

Contact Stephen
1-
sbrennan@nannolight.com

Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202

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Tina Baker
Tina Baker
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Tina  Baker

In the Industry Since 1985 | Joined Staff in 2011

Tina Baker
LPL注册销售助理及分公司运营经理
Training, Certifications & Accolades
  • 系列7、24、63和65通过LPL Financial注册
  • 支持LPL财务顾问Noah Dennis和Stephen Brennan

Contact Tina
1-
tbaker@nannolight.com

Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202

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Zach  Schroer

In the Industry Since 2000 | Joined Staff in 2016

Zach Schroer AIF®, CRPS®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • 在投资行业有丰富的经验
  • CRPS®由财务规划学院授予
  • 特许退休计划专家及认可投资受托人
  • 现场出席礼来公司中心
  • 有企业退休计划和高管薪酬计划的经验
  • 礼来公司员工福利知识
  • 财务规划和分析-为每个人量身定制

*礼来和Elements Wealth Management与LPL Financial没有关联.

Contact Zach
1-
zschroer@nannolight.com

Indianapolis Office
东南街225号,156号套房
Indianapolis, IN 46202

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Lafayette Office
Joan Chapman
Joan Chapman
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Joan  Chapman

In the Industry Since 1995 | Joined Staff in 2018

Joan Chapman
Sales Assistant

支持LPL财务顾问:

  • Matt Lerch
  • Randy Vernon

Contact Joan
1-
jchapman@nannolight.com

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905

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Matt  Lerch

In the Industry Since 2012 | Joined Staff in 2018

Matt Lerch CWS® CFP®
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • LPL Financial注册代表
  • CERTIFIED FINANCIAL PLANNER™ 
  • Certified Wealth Strategist®
  • 系列6、7、63和65通过LPL Financial注册
  • Indiana Life & 健康保险许可与长期护理背书
  • 2018年Tippy Connect 40岁以下前10名候选人

*2018年Tippy Connect 40岁以下前10名提名基于个人的工作场所和社区成就, 领导力和专业成长. 评选委员会由地区领导人和历届获奖者组成.

Contact Matt
1-
mlerch@nannolight.com

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905

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Randy  Vernon

In the Industry Since 1989 | Joined Staff in 2018

Randy Vernon CFP® CRPC
副总裁,LPL财务顾问
Training, Certifications & Accolades
  • LPL Financial注册代表
  • 特许退休规划顾问
  • CERTIFIED FINANCIAL PLANNER™
  • 通过LPL Financial注册FINRA系列7、24、63和65
  • Indiana Life & 持有长期护理许可的健康保险

Contact Randy
1-
rvernon@nannolight.com

Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905

Visit Randy's Website
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Lilly Experience

我们的顾问团队装备精良,为礼来公司员工和退休人员提供全方位的财务规划.*我们支持了数千名正在计划退休的员工. 我们的团队擅长了解员工福利,如礼来公司提供的福利,并专门帮助员工:

  • Planning for their retirement
  • 评估提前退休的提议
  • Pensions
  • 401k investment allocation
  • Equity awards
  • Concentrated stock options

*礼来、Elements Wealth Management和LPL Financial都是独立的实体.

TOP ARTICLES

人们通常活到八九十岁, 确保你的钱能用一辈子比以往任何时候都重要. 了解在你的储蓄策略中发挥最大作用的两个因素.
生活充满了未知的挑战,股市也不例外. 就像在像买房子这样的里程碑事件之前有一个生活计划是很重要的, 提前为市场波动做好准备很重要, too.

Our Locations

Full Service Offices

Indianapolis Office
225 South East Street, Ste 156
Indianapolis, IN 46202
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Lafayette Office
1527 Kossuth Street
Lafayette, IN 47905
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Eli Lilly Locations (Access restricted by badge)

Indianapolis-Lilly技术中心
1400 West Raymond Street
Drop 4901
Indianapolis, IN 46285
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Indianapolis-Lilly企业中心
Building 21/C DC 2015
Indianapolis, IN 46285
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Let's get together.

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Wealth Management

Elements Wealth Management
225 South East Street; Suite 156
Indianapolis, IN 46202

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