Liz Wertz
Vice President, LPL Financial Advisor | Passionate about helping ALL pursue financial wellness
- Role
- Vice President, Lpl Financial Advisor at Elements Wealth Management
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Liz Wertz
Everyone deserves the chance to have financial freedom, but investing can be intimidating. I am here to listen. No question is off limits. New to investing or a seasoned professional, I am here to get to know you. I am an approachable, inclusive and knowledgeable advisor for anyone seeking financial wellness. Together, we will build a comprehensive strategy to work toward both your present needs and your future dreams. A strategy that is well rounded, personalized and aligned with your values. You will leave feeling not just confident, but excited about your financial future.Message me on LinkedIn today. I\'d love to have a complimentary chat and learn all about you!Series 7 & 66 Securities Registrations held through LPL Financial. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Elements Financial Federal Credit Union and Elements Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elements Wealth Management, and may also be employees of Elements Financial Federal Credit Union These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elements Financial Federal Credit Union or Elements Wealth Management. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThe LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: Indiana. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Experience
Vice President, Lpl Financial Advisor
Jul 2021 — Present · Indianapolis, IN, US
Diversity, Equity, Inclusion and Belonging Advisory Committee at Elements Financial Federal Credit Union
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Communication & Culture, Minor in Biology
2007 — 2010
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