Overview

We are Elements Financial Federal Credit Union (formerly Eli Lilly Federal Credit Union) and interested in acquiring books of investment business from retiring financial advisors and/or assisting with succession planning. We currently service clients in 40 states and six countries as we work with individuals and families from several companies, primarily Eli Lilly & Company (LLY). The bulk of our clients are in Central Indiana.

Market
Advisor/RIA
Member Level
Premier
Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...