Elizabeth Witzel is a registered investment advisor, based in Madison, WI, with 11 years of industry experience.
Location
2945 Triverton Pike Dr, Ste 200, Madison, WI, 53711
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elizabeth is a notary public, an agent/broker selling fixed insurance, a volunteer for a non-profit, the owner of an expense management LLC, and a financial professional. Selling fixed insurance takes a few hours per week, volunteering takes minimal time, expense management takes minimal time, and working as a financial professional takes about a quarter of Elizabeth's time.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations25 states
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.