Unclaimed Profile

Ellen Marie Duhamel

GRANITE FINANCIAL GROUP, LLC·BROOKFIELD, Wisconsin

SIE, Series 6, Series 7, Series 8, Series 9, Series 10, Series 22, Series 63, Series 66CFP18 years registeredGRANITE FINANCIAL GROUP, LLC

175 N. PATRICK BLVD., BROOKFIELD, WI 53045-5857CRD# 1277749Firm CRD# 168675

Profile Verification

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

Identity

Ellen Marie Duhamel · BROOKFIELD, WI

Registration

CRD #1277749 · GRANITE FINANCIAL GROUP, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRANITE FINANCIAL GROUP, LLC

GRANITE FINANCIAL GROUP

Sep 2013 – Jan 2022

BROOKFIELD, WI

MORGAN STANLEY

Jun 2009 – Sep 2013

WAUKESHA, WI

CITIGROUP GLOBAL MARKETS INC.

Apr 2008 – Jun 2009

WAUKESHA, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 8

Series 9

Series 10

Series 22

Series 63

Series 66

Registration record

First registered · April 24, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

1970Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GRANITE FINANCIAL GROUP, LLC

CRD 168675 · SEC 801-116752

AUM

$149M

Regulatory assets under management

Employees

247 client accounts

Services offered by GRANITE FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRANITE FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Ellen Marie Duhamel offer?

Ellen Marie Duhamel specializes in Financial Planning, Investment Management.

What are Ellen Marie Duhamel's credentials?

Ellen Marie Duhamel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ellen Marie Duhamel located?

Ellen Marie Duhamel is based in BROOKFIELD, Wisconsin, last registered with GRANITE FINANCIAL GROUP, LLC.

How does Ellen Marie Duhamel charge for services?

Ellen Marie Duhamel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRANITE FINANCIAL GROUP, LLC?

GRANITE FINANCIAL GROUP, LLC has approximately 1 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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