Colby Bonner Gillies

Employer firm

Elevated Capital Advisors, LLC CRD 226721

$499M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2020 → Present
  Elevated Capital Advisors, Llc
  Sandy, UT
• 06/2019 → 05/2020
  Goldman Sachs & Co
  Salt Lake City, UT
• 05/2017 → 05/2019
  Lakanto
  Orem, UT
• 06/2016 → 05/2017
  Rev6 Powersports
  Springville, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-25