Unclaimed Profile

Brian Paul Hermann

ELEVATED CAPITAL ADVISORS, LLC·DRAPER, Utah

Series 65Clean record10 years registeredELEVATED CAPITAL ADVISORS, LLC

11925 SOUTH 700EAST, DRAPER, UT 84020CRD# 6514139Firm CRD# 226721

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Paul Hermann · DRAPER, UT

Registration

CRD #6514139 · ELEVATED CAPITAL ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ELEVATED CAPITAL ADVISORS, LLC

ELEVATED CAPITAL ADVISORS, LLC

Aug 2015 – Aug 2024

DRAPER, UT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 31, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEVATED CAPITAL ADVISORS, LLC

CRD 226721 · SEC 801-110864

AUM

$375M

Regulatory assets under management

Employees

2,382 client accounts

Services offered by ELEVATED CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ELEVATED CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Paul Hermann offer?

Brian Paul Hermann specializes in Financial Planning, Investment Management, Retirement Planning.

What are Brian Paul Hermann's credentials?

Brian Paul Hermann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Paul Hermann located?

Brian Paul Hermann is based in DRAPER, Utah, last registered with ELEVATED CAPITAL ADVISORS, LLC.

How does Brian Paul Hermann charge for services?

Brian Paul Hermann's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees from third-party money managers, workshops / semin. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELEVATED CAPITAL ADVISORS, LLC?

ELEVATED CAPITAL ADVISORS, LLC has approximately 10 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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