Elements Financial - Wealth Management

Wealth Management

Your financial situation is unique to you—
no one has exactly the same goals.

That’s why Elements Wealth Management partners with the largest independent broker/dealer in the United States, LPL Financial. With all of their products and services at our disposal, we can analyze your investible assets and create a plan that will best meet your goals. You won’t get a cookie cutter plan that you might get from a discount or full-service firm.*

* Elements Wealth Management contracts with LPL Financial, the largest independent broker/dealer in the United States, as reported by Financial Planning Magazine, June 1996-2016, based on total revenue. LPL supports more than 14,000 financial advisors and manages nearly $500 billion in brokerage assets across the country.

Services + Products

Managing Investments

Understanding your short- and long-term goals, we will tailor a plan most beneficial to you.

Retirement Planning

Retirement. It’s the ultimate goal. And our experience lets us design an investment strategy that’s best for you.

Save for College

Your kids’ or grandkids’ college education is a significant investment, and we can develop a plan for their future.

Aim To Protect Your Assets

Our advisors are specialists in guiding you toward the insurance and estate-planning products that best fit your situation.

Investment Products

Stocks & Mutual Funds
Fixed Income
Annuities
Certificates of Deposit

Retirement Products

401k Rollovers
IRAs & Roth IRAs

College Savings Products

529 College Savings
Educational IRAs

Asset Protection Products

Life & Long-Term Care Insurance**
Trust & Estate Planning**

**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Our Advisors

We love what we do! So much, in fact, that we have a collective 100+ years of experience. We’re local, and we love spending the necessary time to get to know you and your goals. Then we create a personalized plan that can be adjusted over time to continually meet your financial goals.

Elements has served members since 1930 when we were founded by the management of Eli Lilly and Company. Today our Elements Wealth Management advisors continue to serve Lilly employees, as well as, hundreds of other people around the US.

Trusted Partner of

Eli Lilly and Company

Noah Dennis
Associate Financial Advisor

Zach Schroer, CRPS®, AIF®
LPL Financial Advisor Vice President

Terry Cox, CRPC®
LPL Financial Advisor Vice President

Bruce A. Evans
LPL Financial Advisor Vice President

Kelly Fennelly, AAMS®, AIF®
Associate, LPL Financial Advisor

Jim Wolf, CFP®
LPL Financial Advisor Vice President

Raymond Mark, CFP®
LPL Financial Advisor Vice Presiden

Stephen Brennan, CFP®
LPL Financial Advisor Vice President

Frequently Asked Questions

How do you charge for your services?

In the financial world, we know that fees and commissions are as diverse as our clients’ needs. That’s why we never charge a fee on initial consultations. During an initial consultation a qualified financial advisor will learn about your specific needs and circumstances and then present an action plan which will outline all costs associated with our services. That way you will know what to expect before you ever start working with us. Now’s that full transparency.

Why choose Elements Wealth Management

We believe that objective financial guidance is a fundamental need for everyone. Through our technology and a suite of customized services, we are able to focus on creating personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.

What is an independent broker-dealer and what does that mean for me?

An independent broker-dealer is a firm which allows its financial advisors to recommend the broadest array of choices for their clients. Independent broker-dealers do not manufacture our own financial products, which means we have the freedom to choose which products to use according to what best meet our clients’ needs instead of being mandated to invest in proprietary products that may not best meet your needs like mega-firms do.

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