Best Investors Account Sign in
Current Employers
Elevation Point Wealth Partners, Llc

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-04-03
  • MN RA
    APPROVED
    Since 2025-04-03

Branch Locations

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

312 Minnesota Ave N Suite 2004, Aitkin, MN 56431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Brainerd MN 01/2011 11/2016
Wells Fargo Clearing Services, Llc Brainerd MN 11/2016 03/2017
Cambridge Investment Research, Inc. Fairfield IA 03/2017 01/2023
Cambridge Investment Research Advisors, Inc. Fairfield IA 03/2017 01/2023
Triton Wealth Aitkin MN 10/2022 09/2025
Elevation Point Wealth Partners, Llc Aitkin MN 04/2025 Present
Previous Registrations
Other Businesses

1. RYAN & HOPPE INVESTMENT MANAGEMENT LLC, 312 MINNESOTA AVE N, AITKIN, MN, 11/2018. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-10/MO-10/TRADING. 2. JENNIFER J SMITH, INDEPENDENT INSURANCE AGENT, 312 MINNESOTA AVE N STE 2004, AITKIN, MN, FOR VARIOUS INDEPENDENT INSURANCE COMPANY REL-10/MO/MO-10, TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-29
  • S66 Uniform Combined State Law Examination
    2002-03-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor