Zebadiah Elliott has been an investment adviser representative at RetireWise Tax and Wealth Advisors since August 2025, and is not listed among the firm’s executive officers or direct owners. Zebadiah Elliott holds a Bachelor's degree in Accounting and a Master of Accountancy from Kansas State University.
Retirewise Tax and Wealth Advisors, Inc. is a Topeka, KS firm with $243M under management, 294 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Zeb Elliott is a Retirement Advisor at RetireWise Tax and Wealth Advisors, Inc. He began his career in public accounting at Sink, Gordon & Associates LLP as a Senior Tax Advisor in 2011. In 2019, he transitioned to Bettis Companies as a division controller.
- – present · 1 yearTopeka, KS · Adviser representative · Firm CRD 284394
Professional designations
Listed by RetireWise Tax and Wealth Advisors
- CPA
Investment adviser representative registrations
Zebadiah Elliott is registered as an investment adviser representative in Kansas, since August 2025.
- KansasSince 4 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zebadiah T. Elliott
- CRD
- 8144326
- Firm
- RetireWise Tax and Wealth Advisors · CRD 284394
- Office
- 2820 SW MISSION WOODS DRIVE, Topeka, KS 66614
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retirewisepath.com
Where does Zebadiah Elliott work?
Zebadiah Elliott is an investment adviser representative registered through Retirewise Tax and Wealth Advisors, Inc. since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Zebadiah Elliott a financial advisor?
Yes. Zebadiah Elliott has a current investment-adviser registration in Kansas, through RetireWise Tax and Wealth Advisors since August 2025.
How many years of experience does Zebadiah Elliott have?
Zebadiah Elliott has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Zebadiah Elliott passed?
Zebadiah Elliott passed the Series 65 in January 2025.
Where is Zebadiah Elliott based?
Zebadiah Elliott’s registered office is in Topeka, KS.
Is Zebadiah Elliott registered with FINRA?
No. Zebadiah Elliott has no current broker registration.
How can I verify Zebadiah Elliott’s record?
Search CRD 8144326 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zebadiah Elliott’s full registration record.
