Steven Bernard Powers

Employer firm

Elevation Point Wealth Partners, LLC CRD 137068

$8.29B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2004 → 02/2018
  Harbour Investments, Inc
  Madison, WI
• 04/2004 → Present
  Legacy Investments & Insurance Services
  Plymouth, MN
• 01/2018 → 01/2018
  Lpl Financial
  Plymouth, MN
• 02/2018 → 01/2024
  Lpl Financial Llc
  Plymouth, MN
• 01/2024 → 12/2024
  Innovation Partners Llc
  Charlotte, NC
• 01/2024 → Present
  Elevation Point Wealth Partners, Llc
  Plymouth, MN

Previous Registrations

• 2018-02-15 → 2024-01-09
  Lpl Financial Llc
  Plymouth, MN
  Plymouth, MN
  San Diego, CA
  Plymouth, MN
  Plymouth, MN
  Plymouth, MN
• 2012-11-07 → 2018-02-16
  Harbour Investments, Inc.
  St. Michael, MN
  Plymouth, MN
  Sun Prairie, WI
  Sun Prairie, WI
  Sun Prairie, WI

Other Businesses

Legacy Investments & Insurance Services Inc. - Investment related -605 HWY 169 N, Suite 200 Plymouth MN 55441 - Fixed insurance and Investments - Owner - 2 hr/week

Exams

• S66 Uniform Combined State Law Examination
  2004-12-01
• S63 Uniform Securities Agent State Law Examination
  2001-06-01

Other Names

• Steven B. Powers