Jill
Floden
Elysium Wealth Management, LLC
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About this Advisor
Jill Floden is a financial advisor based in South Jordan, Utah, working with Elysium Wealth Management, LLC. Jill has previously worked at Securities America Inc, Eide Bailly Advisors, LLC, United Planners' Financial Services, Eide Bailly Agency, Fergus Falls Public Library Foundation, Eide Bailly Financial Services, Eide Bailly Securities, LLC, Elysium Wealth Management LLC, and Elysium Financial Solutions, LLC. Jill has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Jill is part of Elysium Wealth Management, LLC, which operates out of South Jordan, Utah. The firm has 5 offices and 13 employees. The firm manages assets totaling $159.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Elysium Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Elysium Wealth Management, LLC Brokerage Details
$159,175,815
13
906
$175,691
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jill Floden Work History
Elysium Wealth Management LLC
Elysium Financial Solutions, LLC
Eide Bailly Advisors, LLC
Eide Bailly Agency
Eide Bailly Financial Services
Securities America Inc
United Planners' Financial Services
Eide Bailly Securities, LLC
Fergus Falls Public Library Foundation
Disclosures
Please visit the SEC profile of Jill Floden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Elysium Wealth Management, LLC
South Jordan, UT
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