Ellen M. Duhamel
CERTIFIED FINANCIAL PLANNER^TM
LPL Office of Supervisory Jurisdiction Manager
Private Wealth Advisor
Managing Partner

Areas of Focus

Wealth Preservation Strategies
Investment Management
Intergenerational Planning
Retirement Planning Strategies

Interests

I love to cook and entertain. Warm weather water sports – anything from snorkeling to sailing to floating in an inner tube on the lake. I am a committed volunteer; enjoy golfing, reading and working out at the gym.

Community Participation

Reading to Rover Program
Friess Lake School Board

Education

Bachelor of Arts, Marquette University
Masters of Education, University of Wisconsin – Whitewater

Qualifications

CFP®
Series 66 - Uniform Combined State Law Examination
Series 63 - Uniform Securities Agent State Law Examination
Series 7 - General Securities Representative Examination
Series 22 - Direct Participation Programs Representative Examination
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Series 8 - General Securities Sales Supervisor Examination
Accident & Health, Life, Variable Life / Variable Annuity & Long Term Care Insurance