Ted Elliott

Financial Advisor

Contact Ted

Primary Location

White Bear Lake
4600 White Bear Parkway
White Bear Lake, Minnesota 55110

Get Directions +2 Locations

Phone

Email

tmelliott@bremer.com

Please note: Confidential information should not be shared via the email link(s) provided on this page.

Specialties

Investments

As an independent financial advisor, I can offer you a personalized financial plan,instead of a generic investment program. Through Raymond James, one of the largest and most respected independent financial services firms in the country, I have access to a vast universe of investment and planning resources. I can leverage these resources to create your personalized financial plan based on your unique situation, attitudes, preferences and goals.

I will offer you unbiased financial advice based solely on your financial situation. Your interests come first and by serving them well we can both succeed. I begin each client relationship with a personal financial review. I will take the time to fully understand your personal circumstances and meticulously tailor a long-term plan that fits your objectives. We’ll meet at least annually to monitor and adapt your portfolio to confirm that we are on track with meeting your investment goals. My recommendations will be consistent with your financial circumstances, risk tolerance, and long-term goals.

My areas of expertise: Brokerage Services; Personal Financial Planning; Retirement Planning; Small Business Retirement Planning

My credentials: Series 7 Securities License; Life, Health, Property & Casualty Insurance Licenses; Over 20 years of industry experience; MBA, Finance and Estate Planning Concentration

Ted's locations

White Bear Lake

4600 White Bear Parkway, White Bear Lake, Minnesota 55110

(651) 762-2400

Roseville

1715 County Road B2 West, Roseville, Minnesota 55113

(651) 288-3880

Stillwater

5990 Nova Scotia Avenue North, Stillwater, Minnesota 55082

(651) 967-5640