Ian Elieff has been an investment adviser representative at RightOak Asset Management since October 2025, and is not listed among the firm’s executive officers or direct owners. Ian Elieff holds a Kaplan.
Rightoak Asset Management, LLC is a firm with $112M under management, 742 clients and 6 advisers in one office, as of its September 2026 filing.
Ian Elieff is Founding Partner and Financial Advisor of RightOak Asset Management. He has spent 13 years in the financial industry, working with clients on retirement planning. He designs tax-efficient retirement income plans and builds personalized strategies for each client.
Ian Elieff’s longest registration was 5 years at Gradient Wealth Management (2020–2025). Before joining RightOak Asset Management in 2025, Ian Elieff was registered through Gradient Wealth Management.
- – present · 1 yearGrand Ledge, MI · Adviser representative · Firm CRD 337832
- Gradient Wealth Management– · 5 yearsGrand Ledge, MI · Adviser representative · Firm CRD 127701
Investment adviser representative registrations
Ian Elieff is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in October 2025.
- MichiganSince 17 October 2025
- TexasResidentSince 20 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ian A Elieff
- CRD
- 7284737
- Firm
- RightOak Asset Management · CRD 337832
- Office
- Grand Ledge, MI
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rightoakassetmanagement.com
Where does Ian Elieff work?
Ian Elieff is an investment adviser representative registered through Rightoak Asset Management, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Ian Elieff a financial advisor?
Yes. Ian Elieff has a current investment-adviser registration in Michigan and Texas, through RightOak Asset Management since October 2025.
How many years of experience does Ian Elieff have?
Ian Elieff has 6 years in the financial industry, since September 2020, across 2 adviser firms.
What exams has Ian Elieff passed?
Ian Elieff passed the Series 65 in August 2020.
Where is Ian Elieff based?
Ian Elieff’s registered office is in Grand Ledge, MI.
Is Ian Elieff registered with FINRA?
No. Ian Elieff has no current broker registration.
How can I verify Ian Elieff’s record?
Search CRD 7284737 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ian Elieff’s full registration record.
