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Advisors / Minnesota / Minneapolis
18yrs

Elspeth Weis

Financial advisor at Merrill

Elspeth Weis is a fiduciary financial advisor in Minneapolis, Minnesota, with 18 years in the industry. Elspeth joined Merrill in 2013, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.

Minneapolis, MN 55402Fiduciary advisor
Call MerrillDirections

At a glance

Experience18 years (since 2009)
How that compares ?More experience than 60% of advisors in Minneapolis
Office80 S 8th St, Minneapolis, MN 55402
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2013 – now
    MerrillCurrent firm

Questions to ask Elspeth

Tailored to Elspeth’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Elspeth

How do I contact Elspeth?

Call Merrill at (800) 637-7455 and ask for Elspeth Weis. Elspeth works from the Minneapolis, MN office.

How long has Elspeth been a financial advisor?

Elspeth has been in the industry since 2009, about 18 years. More experience than 60% of advisors in Minneapolis.

What licenses does Elspeth hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Elspeth a fiduciary?

Elspeth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Elspeth paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Elspeth for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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