Elizabeth Ann Young
Investment adviser representative at Clayton Wealth Partners
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$909.8MFirm assets
Are you Elizabeth Ann Young? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
21 years in the industry.
- Clayton Wealth PartnersOct 2009 to now
- Clayton Financial Services, Inc.May 2005 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Clayton Wealth Partners
Legal name: Clayton Financial Services Inc
$909.8MAssets managed
753Clients
7Advisers
44 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
- 5715790
- Firm CRD
- 105898