Ellerman Investments
Personalized financial planning and investment guidance, rooted in Sheridan, Wyoming.
What We Offer
Financial Planning
A written plan built around your goals, cash flow, and timeline, revisited as your life changes.
Investment Management
Commission and fee-based solutions across thousands of investment options, matched to your comfort with risk.
Retirement Planning
Strategies for saving, rollovers, and turning what you’ve built into income you can plan around.
Insurance Strategies
Life, disability, and long-term care options that help protect your family and your plan.
Estate & Legacy Planning
Working alongside your attorney so what matters most passes on the way you intend.
Tax-Aware Planning
Coordinating with your tax professional so investment decisions reflect the full tax picture.
Business Owner Planning
Retirement plans, key-person coverage, and succession strategies for the business you’ve built.
Education Planning
Saving for college and beyond, from 529 plans to other education funding options.
Professionals We Partner With
Accountants & CPAs
Tax professionals who help keep your financial plan and your tax strategy working together.
Attorneys
Estate and business attorneys who help put your plans into the right legal documents.
Other Trusted Professionals
Additional specialists brought in as needed, all coordinated around your goals.
About Us
Founded in 2025, Ellerman Investments was established with a simple purpose: to serve, educate, and help our clients build lasting wealth with confidence.
Drawing on years of experience and exposure to a wide range of investment firms and financial models, Makenna Ellerman thoughtfully built Ellerman Investments around the practices she believes serve clients best while leaving behind the limitations of a one-size-fits-all approach.
We believe your financial strategy should be as individual as you are. No single investment, compensation structure, or financial plan is right for everyone. That is why we offer access to both commission and fee-based investment solutions, multiple financial planning platforms, thousands of investment options, insurance-based strategies, and more. This flexibility allows us to thoughtfully evaluate each client’s circumstances and pursue their goals with a focus on efficiency, value, and long-term success.
Born and raised in Sheridan, Wyoming, Makenna has deep roots in the community she is proud to call home. Her commitment to Ellerman Investments extends beyond financial services. It is rooted in relationships, trust, and a genuine desire to give back to the people and community that have shaped her.
At Ellerman Investments, your trust comes first. We strive to build lasting relationships with our clients and to provide the clarity, financial confidence, and peace of mind needed to navigate an ever-changing financial landscape. As your life evolves, your financial plan should evolve with it.
We also believe comprehensive financial planning requires a collaborative approach. By working closely with tax professionals, attorneys, and other trusted professionals, we help ensure your financial strategy is thoughtfully coordinated with the broader picture of your financial life.
Whether you are planning for your future, building a family, growing a business, preparing for retirement, or simply looking for a trusted partner to help you make informed financial decisions, Ellerman Investments is here to serve you.
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Makenna Ellerman is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial.
“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential.
