Elevation Financial LLC

Elevation Financial LLC (CRD# 300573) is a financial advisory firm headquartered in , . They manage $12,500,000 in 375 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
https://www.youtube.com/channel/ucxahnyao0b9trnqh2znxaxq
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $33,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, IN, MA, TX

Financial Advisors at Elevation Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Reynolds, financial advisor Westfield IN
Michael B. Reynolds
CRD#: 6224822
Westfield, IN

Michael Reynolds (CRD# 6224822) is an Investment Advisor Representative working at Elevation Financial LLC in Westfield, IN and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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