Tammi Sue Ellis
Investment adviser representative at Forty North Wealth
10 yearsExperience
1 stateRegistered in
$350.6MFirm assets
8 yearsFirm 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
Experience
10 years in the industry.
- Forty North WealthAug 2023 to now
- Panoramic Investment AdvisorsAug 2023 to now
- Fidelity National Title InsuranceNov 2019 to Jul 2023
- First American Title InsuranceMay 2016 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Forty North Wealth
Legal name: Panoramic Investment Advisors, LLC
$350.6MAssets managed
534Clients
11Advisers
8 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
- 7788853
- Firm CRD
- 290770