Chase Ellinger

Financial Advisor

Chase works with a wide range of individuals as his Durham team allows expertise from those just starting their career to those looking for retirement strategies. Chase focuses primarily on medical and practicing law professionals and helps to assist in balancing a growing income with a large amount of debt.

Chase Ellinger

Financial Advisor

About Chase

Chase became a financial advisor because he views financial advising as an investment in people and wanted a career that focused on the best interest of the potential client. He enjoys the fact that his career allows him to personally take time to connect with his clients and improve their financial future. Chase fosters these relationships by educating and empowering his clients through planning and helps them to identify the beneficial solutions to work towards the desired outcomes.

Chase works with the Durham, N.C. office, teaming and partnering with Damon Lichtenberger and Landon Baucom. Their partnership concentrates on helping medical/law/executives/retirees reach financial independence in an efficient manner.

Damon and Landon are registered representatives and investment advisor representatives of Securian Financial Services, Inc.

Services

  • Comprehensive Fee-Based Financial Planning
  • Wealth Management
  • Tax Advantaged Wealth Accumulation and Distribution Planning*
  • Education Funding
  • Retirement Strategies
  • Debt Management & Reduction Strategies
  • Risk Management (Life/Disability/Long Term Care/ Property & Casualty Insurances)
  • Estate Planning
  • Asset Protection
  • Gifting Techniques

Qualifications

  • SIE
  • Series 7
  • Series 66
  • Life/Health/Accident Variable License

Personal

Chase grew up in Elon, North Carolina and attended the University of North Carolina at Chapel Hill, where he received a B.A. in Economics and Political Science. He currently resides in Durham, North Carolina, and in his free time you can find him watching college football and basketball, fly fishing, playing disc golf or chess, and cheering on both the Carolina Panthers and Boston Celtics.

Resource team

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Max Miller
Max Miller

Disability Insurance Consultant

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Contact

Connect with Chase

    Location

    Durham, NC

    5129 NC Hwy 55

    Suite 101

    Durham, NC 27713

    Get Directions

    Chase is a registered representative and investment advisor representative of Securian Financial Services, Inc.Ð’d3953835/DOFU 12-2021