Deborah Weis Ellis
Investment adviser representative at Investor Fan
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$787.4MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Investor FanDec 2023 to now
- Investor's Fiduciary Advisor Network, LLCDec 2023 to now
- Blend Financial, Inc. dba Origin FinancialOct 2021 to Nov 2021
- Cogent Independent Advisors, Inc.May 2012 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (CA, HI, UT).
Investor Fan
Legal name: Investor's Fiduciary Advisor Network, LLC
$787.4MAssets managed
887Clients
14Advisers
9 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
- 3203427
- Firm CRD
- 159301