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Therese Ellis

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Wealth Management Reimagined

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Inspired Wealth Planning is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Inspired Wealth Planning and Kestra IS are not affiliated.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Investor Disclosures

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com).
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com).
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com).
*The Forbes Best-in-State Wealth Advisors ratings algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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Inspired Wealth Planning is now in Upper Sandusky, OH!

Welcome to Inspired Wealth Planning Amy Fredritz & Kirsten Danner

103 Reservoir Rd, Upper Sandusky, OH

amy.fredritz@inspired-wp.com

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