Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Ellis Financial Planning financial advisors in Clarksville, TN

Every SEC-registered investment adviser representative at a Ellis Financial Planning office in Clarksville, A to Z.

The short answer

4 registered advisors work at Ellis Financial Planning in Clarksville, out of 4 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Ellis Financial Planning advisors in Clarksville, A to Z

Every Ellis Financial Planning advisor →

Ellis Financial Planning advisors in every city and state →Ellis Financial Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Clarksville

All Clarksville advisors →

First Command Advisory Services 10LPL Financial LLC 9Raymond James Financial Services Advisors, Inc. 8Cetera Investment Advisers LLC 6State Farm Investment Management Corp. 5Edward Jones 4Osaic Wealth, Inc. 3Roi Financial Planning 3

Questions

How many financial advisors does Ellis Financial Planning have in Clarksville?

4 investment adviser representatives are registered at Ellis Financial Planning offices in Clarksville, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Ellis Financial Planning one of the largest advisor employers in Clarksville?

Ellis Financial Planning ranks number 7 in Clarksville by registered advisors; First Command Advisory Services has the most, with 10.

How do I check a Ellis Financial Planning advisor in Clarksville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ellis Financial Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.