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Our financial advice team


Mark Elledge, Branch Manager serving the Fort Worth, TX area - Ameriprise Advisors

Mark Elledge

CFP®

Branch Manager

CERTIFIED FINANCIAL PLANNER™ practitioner
ELLEDGE FINANCIAL GROUP
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 9 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BA/BS University of North Texas 1981

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2014
  • Ameriprise Client Experience Award, 2022

Previous experience

  • Southwest Securities, Inc. (Dallas, TX), 2009-2011
  • Morgan Stanley Smith Barney (Fort Worth, TX), 2009
  • Citigroup Global Markets Inc. (Fort Worth, TX), 1993-2009
  • Lehman Brothers Inc. (New York, NY), 1986-1993

Community participation

Fort Worth Chamber of Commerce

Habitat For Humanity Volunteer

Interests

IRONMAN Triathlon

Long Distance Running

Cycling Events

Antique Cars