Medallion Financial Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

Meet the team

Eliot Searls, Associate Financial Advisor serving the Plymouth, MN area - Ameriprise Advisors

Eliot Searls

Associate Financial Advisor
Medallion Financial Advisors
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
763.777.6838
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Investment Management
  • Consulting on potential benefits and risks of IRA rollovers
  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Charitable Giving Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Investments

Education

  • Hampton University, Bachelor of Science, Marine and Environmental Sciences, Hampton, Virginia

Community participation

Al Tabee'ah Outdoors Club, Co-Founder 2025 - Present

YouthCARE, Board of Directors 2014 - 2019

Sabes Jewish Community Center, Board of Directors 2010 – 2016

Interests

Family, Exercise, Education, Camping, Bowhunting, Fishing, Travelling, and Mentorship

My photos

1 albums
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Medallion Financial Advisors •

Eliot Searls may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.