ED
CFP
ED
CFP

Ellen Dubuque

15 Years of Experience
Plymouth, MN

Ellen Dubuque is a CFP-designated registered investment advisor at Rossi Dubuque Breckenridge, LLC, based in Plymouth, MN, with 15 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 155 clients.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Rossi Dubuque Breckenridge, LLC offers financial planning services for a fee based on the complexity of your situation and the services provided. Fixed annual fees may also be negotiated, ranging from $500 to $100,000 per year, billed quarterly in advance, depending on the services rendered and the complexity of your needs.

One-Time Plan:$500 - $100,000
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Location

3033 Campus Drive, Suite N147, Plymouth, MN, 55441

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rossi Dubuque Breckenridge, LLC
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Rossi Dubuque Breckenridge, LLC
February 2011 - December 2012 · 1 yr 10 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ellen Dubuque - Financial Advisor | TrueAdvisor