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Ellie Welsh, CFP®

Financial Advisor


About Ellie

Ellie is responsible for managing client relationships and facilitating new ones, as well as assisting in the preparation for client meetings, running financial reports, and supporting the planning department. Ellie is a CERTIFIED FINANCIAL PLANNER® practitioner. She holds degrees in Mathematics and Finance from Michigan Technological University where she played collegiate basketball. She maintains her Series 7, 6, and 63 through LPL Financial and her Series 65 through Great Valley Advisor Group.

Office Location

710 Commerce Dr, Suite 150, Woodbury, MN 55125

Phone Number

(952)600-2757

Email

ewelsh@innovativeplanning.com

Ellie's Client Support Team

Josie Johnson 

Client Service Associate

Dave Hawley

Client Service Associate

Nolan Schoonveld

Director of Operations

Trevor Wasbotten

Director of Financial Planning


See the entire IPG Client Support Team: Here