TrueAdvisor
TrueAdvisor
ES
ES

Elliott James Shipp

Trustage Investment Management
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Trustage Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
363 clients
Average Client Portfolio
$102.6M average
Assets Under Management
$37.3B

Fee Structure

Financial Planning:Investment management only

Location

5910 Mineral Point Rd, Madison, WI, 53705

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Trustage Investment Management
June 2023 - Present · 2 yrs 8 mos
CUNA Brokerage Services, INC.
May 2014 - Present · 11 yrs 9 mos
CUNA Brokerage Services, INC.Broker
May 2014 - Present · 11 yrs 9 mos
Previous Registrations
CUNA Brokerage Services, INC.
May 2014 - March 2023 · 8 yrs 10 mos
Amerivest Investment Management, LLC
December 2008 - May 2014 · 5 yrs 5 mos
TD Ameritrade, INC.
November 2008 - May 2014 · 5 yrs 6 mos
TD Ameritrade, INC.Broker
June 2008 - May 2014 · 5 yrs 11 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.