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Cfp® Derek A. Lemke

Certified Financial Planner at Ellis Investment Partners

  • LinkedIn

I seek to provide "Holistic Financial Planning" working with successful individuals and business owners. My "fee-based" practice is built on a commitment to well-tailored strategies desig...

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ELLIS INVESTMENT PARTNERS

ELLIS INVESTMENT PARTNERS

  • description Description
    Ellis Investment Partners LLC (EIP LLC) is a Registered Investment Adviser which provides investment management and financial planning services. Named after Ellis Island, the firm is comprise...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Ellis Investment Partners Org Chart and Mapping

Employees

CBC Don Avgerinos

Investment Advisor Representative

Anthony Civitello

Director of Portfolio Management Operations

Jennifer Garrett

Senior Portfolio Manager

Drew Schaffer

Financial Planning Coordinator

Cfp® Derek A. Lemke

Certified Financial Planner

Michael Newman

Senior Financial Consultant

Jonathan Smith

Financial Planning & Portfolio Consultant

Frequently Asked Questions Regarding Cfp® Derek A. Lemke

Answer: Cfp® Derek A. Lemke works for Ellis Investment Partners as Certified Financial Planner

Answer: Cfp® Derek A. Lemke’s role in Ellis Investment Partners is Certified Financial Planner

Answer: Cfp® Derek A. Lemke's email address is d***@gmail.com

Answer: Cfp® Derek A. Lemke's business email address is d****@ellisinvestmentpartners.com

Answer: Cfp® Derek A. Lemke’s direct phone number is (***)-***-****

Answer: Cfp® Derek A. Lemke works in the industry of: Financial Services

Answer: Cfp® Derek A. Lemke is the current Certified Financial Planner at Ellis Investment Partners.... Read More

Answer: Cfp® Derek A. Lemke works Ellis Investment Partners located at 920 Cassatt Rd Ste 115, Berwyn, Pennsylvania, 19312, United States

Answer: Ellis Investment Partners's Certified Financial Planner is Cfp® Derek A. Lemke

Answer: Cfp® Derek A. Lemke contact details:

  • Phone number  :  (***)-***-****
  • Email  :  d****@ellisinvestmentpartners.com

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