Charles R. Elhoff, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Charles R. Elhoff, Jr. CFP®

ChFC,CLU

Owner/Financial Advisor

Virtus Wealth Management, LLC

2535 E. Southlake Blvd., Suite 100
Southlake, TX 76092
FINANCIAL ADVISOR'S WEBSITE
(866) 407-4320
(817) 795-1095

General

Charles Elhoff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Virtus Wealth Management, LLC in Southlake, TX and the surrounding communities.

Financial Advisor Overview

My firm partners with our clients to manage their financial affairs, to include taxes, risk management, estate planning and the investment of assets.

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Financial Advisor Experience

10 years with Connecticut General, agent, registered rep. and pension coordinator; 34 years registered rep, agent and life insurance counselor independently affiliated with 3 different broker dealers and insurance companies.Current owner of a wealth management firm. I also am an authorized FINRA arbitrator.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 30, 31, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: Texas and others
  • Health/disability insurance: Texas and others
  • Fixed annuities: Texas and others
  • Variable annuities: Texas and others

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, a registered investment advisor. Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources