Elk River Wealth Management
We are an independent investment management and financial planning firm that delivers total wealth management to help individuals, families and business owners enhance every aspect of financial life. Our roots are deeply imbedded in Colorado, the Rocky Mountains and across the Western United States. Our mission is to be the complete and indispensable partner known and trusted by individuals, families and businesses across our great region for delivering exceptional value every day across every aspect of financial life. To learn more, please visit - Elk River Wealth Management LLC (“Elk River”) is a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments Inc.(“PKS”), Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Check the background of PKS on FINRA’s Broker Check Purshe Kaplan Sterling and Elk River Wealth are not affiliated companies.
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Verified contacts
7
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
30
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- CG
Corey Gragg
Director of Financial Planning · Finance & Accounting
EmailPhone - JR
Jt Rusinko
Director of Investments · Finance & Accounting
EmailPhone - BM
Brooks Merrifield
Senior Wealth Manager · Finance & Accounting
EmailPhone - JW
Josh Weisel
Associate Analyst · Finance & Accounting
EmailPhone - CF
Chris Freimuth
Chief Executive Officer · Other
EmailPhone - JH
Juliet Hull
Director of Relationship Management · Sales & Business Development
EmailPhone - RD
Rk Day
Chief Compliance Officer and Managing Director of Operations · Other
EmailPhone
Showing 7 of 7 verified contacts
Top roles at Elk River Wealth Management
7 distinct titles indexed · top 7 shown.
- 1associate analyst
- 1chief compliance officer and managing director of operations
- 1chief executive officer
- 1director of financial planning
- 1director of investments
- 1director of relationship management
- 1senior wealth manager
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