Elaine Rich has been Member / Owner of EnRich Financial Partners since July 2003, is a control person of the firm and directly owns between 50% and 75% of it.
Enrich Financial Partners LLC is a Madison, WI firm with $557M under management, 426 clients and 4 advisers in one office, as of its March 2026 filing.
Elaine Rich is a co-founder and Wealth Advisor of EnRich Financial Partners and sits on the firm's Investment Committee. She began her career in personal financial planning and investment management in 1997 and works with independent professionals, business owners, physicians, and retirees, with an emphasis on clients who are newly single or newly in charge of an estate. Before launching EnRich she was a Vice President at M.P. Merrill & Associates, Inc., a financial advisory firm in Madison.
- – present · 22 yearsMadison, WI · Adviser representative · Firm CRD 111234
Professional designations
Listed by EnRich Financial Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Elaine Rich is registered as an investment adviser representative in 2 states. The first approvals date from March 2004; the most recent is Texas, in November 2012.
- TexasSince 27 November 2012
- WisconsinSince 1 March 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 May 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Elaine Beckett Rich
- CRD
- 4449029
- Firm
- EnRich Financial Partners · CRD 111234
- Role
- Member / Owner
- Office
- 6502 GRAND TETON PLAZA, SUITE 201, Madison, WI 53719
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- enrichpartners.com
Where does Elaine Rich work?
Elaine Rich has been Member / Owner of Enrich Financial Partners LLC since July 2003, and is a control person of the firm.
Is Elaine Rich a financial advisor?
Yes. Elaine Rich has a current investment-adviser registration in Texas and Wisconsin, through EnRich Financial Partners since March 2004.
How many years of experience does Elaine Rich have?
Elaine Rich has 22 years in the financial industry, since March 2004, across 1 adviser firm.
What exams has Elaine Rich passed?
Elaine Rich passed the Series 65 in May 2000.
Where is Elaine Rich based?
Elaine Rich’s registered office is in Madison, WI.
Is Elaine Rich registered with FINRA?
No. Elaine Rich has no current broker registration.
Is Elaine Rich a CFP?
EnRich Financial Partners lists Elaine Rich with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Elaine Rich’s record?
Search CRD 4449029 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elaine Rich’s full registration record.