Ellis Financial Planning
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 333092
- SEC number
- 801-131209
- Firm type
- RIA
- Assets under management
- $180.7M as of Mar 25, 2026
- Website
- www.instagram.com/retire_confident?igsh=MW9oNHJjZXQycD10cg== ↗
- Phone
- 931-905-0050
- Address
- 2681 Townsend Ct., Clarksville, TN, 37043
Advisors at this firm
4 in our index · page 1 of 1
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James Cole AlfonsoCRD 5985662 · Clarksville, TNIA RegisteredRegistration inactive
-
Eric Edward EllisCRD 5314879 · Clarksville, TNIA RegisteredRegistration inactive
-
Kathy Barlar EllisCRD 2537108 · Clarksville, TNIA RegisteredRegistration inactive
-
Michele Feinman WieberCRD 5606059 · Clarksville, TNIA RegisteredRegistration inactive
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 333092 ↗
FINRA BrokerCheck record for firm CRD 333092 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.