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Elevated Financial Group CRD 334353
$532M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 E. 96Th Street Suite 125, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-12 |
Branch Locations
500 E. 96Th Street Suite 125, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Ave Securities Llc | Indianapolis | IN | 06/2016 | 10/2017 |
| Jarred Bunch Consulting, Llc | Indianapolis | IN | 10/2017 | 04/2018 |
| Jarred Bunch Consulting, Llc | Indianapolis | IN | 04/2018 | 11/2025 |
| Horizon Planning Group | Indianapolis | IN | 05/2012 | 10/2017 |
| Invst | Indianapolis | IN | 10/2017 | 09/2025 |
| Elevated Financial Group | Indianapolis | IN | 11/2025 | Present |
1) INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT= 15 HOURS/MONTH. 2) BRAMMER FINANCIAL, LLC. MANAGING MEMBER. BOOKKEEPING ENTITY FOR ADVISORY COMPENSATION. NOT INVESTMENT RELATED. TIME SPENT= 10 HOURS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-11 |
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