Unclaimed Profile

Rebekah Joan Ellis

WINEBRENNER CAPITAL MANAGEMENT LLC·LOUISVILLE, Kentucky

Series 65Clean record8 years registeredWINEBRENNER CAPITAL MANAGEMENT LLC

10602 TIMBERWOOD CIRCLE, LOUISVILLE, KY 40223-5367CRD# 6222864Firm CRD# 154708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebekah Joan Ellis · LOUISVILLE, KY

Registration

CRD #6222864 · WINEBRENNER CAPITAL MANAGEMENT LLC · 8 years registered

Brand Profile

Not yet started

Career History

WINEBRENNER CAPITAL MANAGEMENT LLC

Nov 2017 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 10, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINEBRENNER CAPITAL MANAGEMENT LLC

CRD 154708 · SEC 801-115158

AUM

$220M

Regulatory assets under management

Employees

1,002 client accounts

Services offered by WINEBRENNER CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WINEBRENNER CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Rebekah Joan Ellis offer?

Rebekah Joan Ellis specializes in Investment Management, Retirement Planning. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Rebekah Joan Ellis's credentials?

Rebekah Joan Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebekah Joan Ellis located?

Rebekah Joan Ellis is based in LOUISVILLE, Kentucky, working with WINEBRENNER CAPITAL MANAGEMENT LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Rebekah Joan Ellis charge for services?

Rebekah Joan Ellis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINEBRENNER CAPITAL MANAGEMENT LLC?

WINEBRENNER CAPITAL MANAGEMENT LLC has approximately 10 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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