Andrew Clifton Keller

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

• 07/2003 → 09/2023
  Lpl Financial, Llc
  Houston, TX
• 10/2015 → 09/2023
  Intrua Financial
  Houston, TX
• 11/2018 → 09/2023
  Intrua Advisory Group Llc (Dba: Cogent Advisory Group Llc)
  Houston, TX
• 09/2023 → Present
  Inscription Capital, Llc
  Houston, TX
• 11/2023 → Present
  Pks Investments
  Albany, NY
• 06/2026 → Present
  Elevation Point Wealth Partners, Llc
  Houston, TX

Previous Registrations

• 2023-09-25 → 2026-07-09
  Inscription Capital, Llc
  Houston, TX
• 2015-10-28 → 2023-09-14
  Intrua Financial
  Houston, TX
• 2003-07-23 → 2020-10-06
  Lpl Financial Llc
  Houston, TX
  Houston, TX
  Kingwood, TX

Other Businesses

1. Inscription Capital. Investment Related. At Registered Location. RIA. IAR/Managing Director. 9/25/2023. 120 hrs/month with 100 during trading hours. Monitor client accounts, review holdings, perform client reviews. 2. Fixed Insurance. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 9/25/2023. 2 hrs/month with 2 during trading hours. Provide insurance advice based on the needs of clients. 3. PKSF. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 9/25/2023. 2 hrs/month with 2 during trading hours. Provide insurance advice based on the needs of clients. 4. Trotter YMCA. Not Investment Related. 1331 Augusta Drive Houston, Texas 77057. Charitable or Non-Profit Organization. Board Member. 2/2014. 4 hrs/month with 1 during trading hours. Assist in board activities and help with overall board strategy.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-19