Kathy Barlar Ellis
Investment adviser representative at Ellis Financial Planning
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$180.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Ellis Financial PlanningOct 2024 to now
- Ellis and Company Retirement StrategistMay 2016 to Jan 2018
- Raymond James Financial Services Advisors, IncJan 2009 to Oct 2024
- Raymond James Financial ServicesOct 1999 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (TN).
Ellis Financial Planning
Legal name: Good Steward Wealth Advisers LLC
$180.7MAssets managed
331Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2537108
- Firm CRD
- 333092