Elevated Capital Advisors, LLC

Elevated Capital Advisors, LLC (CRD# 226721) is a financial advisory firm headquartered in Sandy, UT. They manage $368,464,888 in 2,068 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    368
    MILLION
  • Total Number of Accounts
    2,068
    ACCOUNTS
  • Average Account Value
    $178,175
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Elevated Capital Advisors, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Oakley J. Allen
CRD#: 6304237
5200 West 94th Terrace, Suite 208, Prairie Village, KS 66207

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.

2
Christopher J. Cordova
CRD#: 5602828
9350 S. 150 E., Suite 320, Sandy, UT 84070

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.

3
Jeff D. Currie
CRD#: 2407176
Homedale, ID

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.

4
Scott M. Dougan
CRD#: 6291686
5200 West 94th Terrace, Suite 208, Prairie Village, KS 66207

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.

5
Chirho S. Garcia
CRD#: 4688632
Murrieta, CA

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.

6
Brian P. Hermann
CRD#: 6514139
9350 S. 150 E., Suite 320, Sandy, UT 84070

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.

7
Sean P. Lee
CRD#: 4529904
9350 S. 150 E., Suite 320, Sandy, UT 84070

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.

8
Brian D. Lowery
CRD#: 4664469
39261 Proctor Blvd Suite E, Sandy, OR 97055

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.

9
Elton D. Wilcox
CRD#: 5067416
9350 S. 150 E., Suite 320, Sandy, UT 84070

Elton Wilcox (CRD# 5067416) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has over 16 years of experience in the finance industry.

10
Daniel M. Allgaier
CRD#: 6027534
9350 S. 150 E., Suite 320, Sandy, UT 84070

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.

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