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Shane Rielly Fleury

Elevate Capital Advisors

Eagle, CO

Wesley Chapel, FL

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Current Employers
Elevate Capital Advisors

313 Chambers Ave. Suite D, Eagle, CO 81631 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2017-06-23
  • CO RA
    APPROVED
    Since 2017-06-23

Branch Locations

313 Chambers Ave. Suite D, Eagle, CO 81631 • United States

Wesley Chapel, FL • 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
Northwestern Mutual Investment Services, Llc Eagle CO 12/2012 06/2017
Kenneth Armstrong Eagle CO 11/2012 04/2017
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2013 06/2017
Elevate Capital Advisors Eagle CO 03/2017 Present
Elevate Insurance Advisors, Llc Eagle CO 05/2017 Present
Elevate Ventures Eagle CO 09/2018 09/2022
  • 12/2012 → 06/2017
    Northwestern Mutual Investment Services, Llc
    Eagle, CO
  • 11/2012 → 04/2017
    Kenneth Armstrong
    Eagle, CO
  • 03/2013 → 06/2017
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2017 → Present
    Elevate Capital Advisors
    Eagle, CO
  • 05/2017 → Present
    Elevate Insurance Advisors, Llc
    Eagle, CO
  • 09/2018 → 09/2022
    Elevate Ventures
    Eagle, CO
Other Businesses

Member & Owner of Elevate Insurance Advisors, LLC; Investment-Related; Insurance Products; Approx. 5 hours per month. Start date: 5/2017

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-09
S63 Uniform Securities Agent State Law Examination 2011-11-28
  • S66 Uniform Combined State Law Examination
    2017-06-09
  • S63 Uniform Securities Agent State Law Examination
    2011-11-28
Designations

View on SEC IAPD

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EDWARD JONES
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&PARTNERS
PNC WEALTH MANAGEMENT LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
WESTERN WEALTH MANAGEMENT LLC

Other Investors

KENNETH ALLEN ARMSTRONG
Thomas Damon
KYLE GARRET LOTTMAN
BEN G CATON
Samuel D Blethen
Benjamin H Dodd
Kevin Christopher Brubeck
ROBERT KENT WELSH

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Eagle, CO
EDWARD JONES · EAGLE, CO
EDWARD JONES · EAGLE, CO
CETERA INVESTMENT ADVISERS LLC · EAGLE, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · Eagle, CO
MML INVESTORS SERVICES, LLC · Eagle, CO
&PARTNERS · EDWARDS, CO
PNC WEALTH MANAGEMENT LLC · Edwards, CO

More in Eagle, CO

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