Elevated Capital Advisors, LLC
Elevated Capital Advisors, LLC (CRD# 226721) is a financial advisory firm headquartered in Sandy, UT. They manage $311,943,709 in 2,139 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management312MILLION
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Total Number of Accounts2,139ACCOUNTS
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Average Account Value$145,836
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, ME, MO, MT, NE, NH, NJ, NV, OK, OR, PA, TX, UT, WA, WY
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.
Christopher Cordova (CRD# 5602828) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has over 13 years of experience in the finance industry.
Jeff Currie (CRD# 2407176) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Homedale, ID and has over 29 years of experience in the finance industry.
Scott Dougan (CRD# 6291686) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Prairie Village, KS and has over 9 years of experience in the finance industry.
Chirho Garcia (CRD# 4688632) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Murrieta, CA and has over 19 years of experience in the finance industry.
Brian Hermann (CRD# 6514139) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has over 7 years of experience in the finance industry.
Sean Lee (CRD# 4529904) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has over 19 years of experience in the finance industry.
Brian Lowery (CRD# 4664469) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, OR and has over 19 years of experience in the finance industry.
Elton Wilcox (CRD# 5067416) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has over 17 years of experience in the finance industry.
Daniel Allgaier (CRD# 6027534) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has over 5 years of experience in the finance industry. Daniel Allgaier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.