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Current Employers
Elevation Point Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-06-25
TX RA APPROVED 2021-06-25
  • MN RA
    APPROVED
    Since 2021-06-25
  • TX RA
    APPROVED
    Since 2021-06-25

Branch Locations

8000 Norman Center Drive Suite 630, Minneapolis, MN 55437 • 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 Minneapolis MN 01/2011 11/2016
Wells Fargo Clearing Services, Llc Minneapolis MN 11/2016 06/2021
Mount Yale Investment Advisors, Llc Minneapolis MN 06/2021 Present
Innovation Partners Llc Charlotte NC 06/2023 Present
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Minneapolis, MN
  • 11/2016 → 06/2021
    Minneapolis, MN
  • 06/2021 → Present
    Mount Yale Investment Advisors, Llc
    Minneapolis, MN
  • 06/2023 → Present
    Innovation Partners Llc
    Charlotte, NC
Previous Registrations
  • 2011-01-03 → 2021-07-01
    Minneapolis, MN
    Minneapolis, MN
    Key Colony Beach, FL
  • 2003-07-25 → 2011-01-03
    Wells Fargo Investments, Llc
    Minneapolis, MN
    St Louis Park, MN
    Minneapolis, MN
    St. Paul, MN
    Minneapolis, MN
    Saint Paul, MN
Other Businesses

1) 730 WASHINGTON LLC, DBA: Borough & Parlour. 5% OWNERSHIP OF RESTAURANT, INV RELATED, MINN MN, 2 HOURS PER MONTH, START 2013___ 2) PARLOUR ST PAUL, INV RELATED, ST PAUL, MN, 5.1% OWNER, START 12/20/2017, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: INVESTOR.___ 3) BESTER FAMILY FARM LLC, INV RELATED, PIERZ, MN, 100% OWNERSHIP, START 11/17/2017, 1 HOUR PER MONTH, ZERO DURING TRADING, LLC FOR FARMLAND RENTAL PROPERTY___ 4) 510 GROVELAND LLC; INV. RELATED; MINNEAPOLIS, MN; 10% OWNERSHIP; RESTAURANT/BAR P.S. STEAK; START 11/20/2018; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: INVESTOR.___ 5) HAMLINE UNIVERSITY; INVESTMENT RELATED; ST. PAUL,MN; VICE CHAIR OF INVESTMENT COMMITTEE; START 8/1/2020; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 2; ATTENDING MEETINGS TO DISCUSS INCORPORATING SOCIALLY RESPONSIBLE INVESTING INTO THE IPS, ASSET ALLOCATION, AND ENDOWMENT NEEDS.___ 6) RENTAL PROPERTY, INV RELATED, KEY COLONY BEACH, FL, 100% OWNERSHIP, START 2/1/2021, ZERO HOURS PER MONTH, ZERO DURING TRADING.___ 7) STEELE AND HOPS LLC. DBA: Steele and Hops. St. Anthony, MN. Start: 2021. Investor. https://steeleandhopsmn.com/. ___ 8) Shepherd of the Hills Church Gift Committee. Gift committee member. Start: 2018. Shoreview, MN. https://www.shepherdshoreview.org/. ___ 9) Southern Social Woodbury. Investor. Start: 09/2023. https://southernsocialmn.com/. ___ 10) Consano Biologics LLC. Start: 11/2023. Investor. Des Moines, IA. https://regenexx.com/. ___

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-09
  • S66 Uniform Combined State Law Examination
    2002-10-09
Other Names
  • Chad Ronald Bester

View on SEC IAPD

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