Oakley Allen, financial advisor Prairie Village KS

Oakley Allen

CRD Number: 6304237
Current Firm: Elevated Capital Advisors, LLC

Oakley Allen (CRD# 6304237) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Prairie Village, KS and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Elevated Capital Advisors, LLC Murray, UT Feb 2017 - Current 6
Global Plains Adv Group Prairie Village, KS Jan 2015 - Current 8
Global Financial Private Capital, LLC Sarasota, FL Apr 2015 - Feb 2016 < 1
Nylife Securities LLC Overland Park, KS Apr 2014 - Jan 2015 < 1
New York Life Insurance Co Overland Park, KS Feb 2014 - Jan 2015 < 1
Glazer's Distributors Overland Park, KS Apr 2013 - Feb 2014 < 1
810zone Leawood, KS Apr 2006 - Apr 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Feb 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Oakley J. Allen
Phone Number: 385-237-3338
Registered State(s):
  • AZ
  • CO
  • FL
  • KS
  • MO
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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