Derek Daniel Beiningen

Employer firm

Elevation Wealth Management CRD 314604

$259M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2008 → 06/2018
  Tdameritrade Inc
  Minneapolis, MN
• 10/2021 → Present
  Elevation Wealth Management
  Eden Prairie, MN
• 02/2020 → Present
  Mound Fire Department
  Mound, MN
• 07/2018 → 01/2020
  Unemployed
  Minnetrista, MN

Previous Registrations

• 2008-04-22 → 2018-06-08
  Td Ameritrade, Inc.
  Edina, MN
• 2008-04-22 → 2018-06-08
  Td Ameritrade Investment Management, Llc
  Edina, MN
  Minneapolis, MN
• 2008-02-04 → 2008-04-10
  Wells Fargo Investments, Llc
  Minneapolis, MN
• 2006-10-04 → 2007-12-31
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

1) Name of Business: Baxter Moves LLC Title: Owner Start date: Jan 1, 2020 Address: 5646 Alexandra Dr., Minnetrista, MN, 55364, United States Approximate number of hours/month devoted: 1 Approximate number of hours/month devoted during securities trading hours: 0 Duties: Passive real estate rental income

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-26
• S66 Uniform Combined State Law Examination
  2004-09-21