Elliott brings over seven years of experience in the financial services industry to Heartland Planning Associates, a division of German American Bank. He delivers holistic solutions to his clients with an emphasis on financial planning based on personalized goals and individual needs throughout all stages of life. Additionally, Elliott focuses on creating long lasting and meaningful relationships with members of his community by leveraging his broad experience across finance and banking. He grew up and resides in Northern Kentucky and holds a Bachelor of Science in management from Northern Kentucky University. Elliott maintains his Series 7, Series 66, Series 6, & Series 63 security registrations through LPL Financial, as well as life & health insurance licenses.
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Your Bank (“Heartland Bank, a division of German American Bank") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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Routing Number #:
German American Bank - 083904563
Heartland Bank, a Division of German American Bank - 044109336
