Elevated Capital Advisors, LLC

Elevated Capital Advisors, LLC (CRD# 226721) is a financial advisory firm headquartered in Murray, UT. They manage $125,199,577 in 2,311 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    2,311
    ACCOUNTS
  • Average Account Value
    $54,176
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
  • 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.

KS, MO, UT

Financial Advisors at Elevated Capital Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Justin W. Nelson
CRD#: 6144532
1100 East 6600 South, Suite 320, Murray, UT 84121
96
Wealthminder
score

Justin Nelson (CRD# 6144532) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Murray, UT and has over 5 years of experience in the finance industry. Justin Nelson 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.

2
Patrick S. Berch
CRD#: 5757139
5200 W 94th Terrace, Suite 208, Prairie Village, KS 66207
93
Wealthminder
score

Patrick Berch (CRD# 5757139) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Prairie Village, KS and has over 7 years of experience in the finance industry.

3
Christopher J. Cordova
CRD#: 5602828
1100 East 6600 South, Suite 320, Murray, UT 84121
93
Wealthminder
score

Christopher Cordova (CRD# 5602828) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Murray, UT and has over 8 years of experience in the finance industry.

4
David T. Krauser
CRD#: 5656213
1100 East 6600 South, Suite 320, Murray, UT 84121
93
Wealthminder
score

David Krauser (CRD# 5656213) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Murray, UT and has over 8 years of experience in the finance industry.

5
Elton D. Wilcox
CRD#: 5067416
1100 East 6600 South, Suite 320, Murray, UT 84121
93
Wealthminder
score

Elton Wilcox (CRD# 5067416) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Murray, UT and has over 12 years of experience in the finance industry.

6
Scott M. Dougan
CRD#: 6291686
5200 West 94th Terrace, Suite 208, Prairie Village, KS 66207
90
Wealthminder
score

Scott Dougan (CRD# 6291686) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Prairie Village, KS and has over 4 years of experience in the finance industry.

7
Brian P. Hermann
CRD#: 6514139
1100 East 6600 South, Suite 320, Murray, UT 84121
89
Wealthminder
score

Brian Hermann (CRD# 6514139) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Murray, UT and has over 2 years of experience in the finance industry.

8
Sean P. Lee
CRD#: 4529904
1100 East 6600 South, Suite 320, Murray, UT 84121
83
Wealthminder
score

Sean Lee (CRD# 4529904) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Murray, UT and has over 14 years of experience in the finance industry.

9
Oakley J. Allen
CRD#: 6304237
5200 West 94th Terrace, Suite 208, Prairie Village, KS 66207
70
Wealthminder
score

Oakley Allen (CRD# 6304237) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Prairie Village, KS and has over 3 years of experience in the finance industry.

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