Theodore ElliottWealth Advisor
Address
4600 White Bear Parkway
White Bear Lake, Minnesota 55110
US
Phone
(651) 762-2404
Email
About Theodore Elliott
Career Highlights and Industry Expertise
- Financial industry professional since 1988
- Series 6, 7 and 63 registrations, held through LPL Financial
- Life, Health, Property and Casualty Insurance License
Education
- Bachelor’s degree in finance from Mankato State University
- MBA in financial and estate planning from Mankato State University
Servicing Areas
Serving the Twin Cities region and banking centers
Outside the office, I enjoy fishing, coaching youth football and traveling to new places with my family.
I provide clear communication and customized financial advice based solely on your goals and needs. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
I provide clear communication and customized financial advice based solely on your goals and needs. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
