Ian A Elieff
Investment adviser representative at Rightoak Asset Management, LLC
11 yearsExperience
2 statesRegistered in
$111.9MFirm assets
1 yearFirm in business
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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
- Seminars and workshops
Experience
11 years in the industry.
- Rightoak Asset Management, LLCOct 2025 to now
- Gradient Securities dba Gradient Wealth ManagementSep 2020 to Oct 2025
- Ten Point Financial, LLCAug 2019 to Oct 2025
- Farm Bureau InsuranceJan 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Rightoak Asset Management, LLC
$111.9MAssets managed
742Clients
9Advisers
1 yearIn 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
- 7284737
- Firm CRD
- 337832