Evan Wesley Atchley

Employer firm

Elevate Financial Planning And Wealth Management CRD 329079

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2025 → Present
  Elevate Financial Planning And Wealth Management
  St. Petersburg, FL
• 02/2021 → 01/2025
  Walkers Outdoor Landscaping Llc
  Arcanum, OH
• 11/2024 → 11/2024
  Mueller Reports
  Englewood, FL
• 10/2024 → 10/2024
  Unemployed
  Englewood, FL
• 09/2024 → 09/2024
  5M_Promotion
  Sarasota, FL
• 07/2024 → 08/2024
  Unemployed
  Greenville, OH
• 05/2024 → 07/2024
  Extended Travel
  Lisbon
• 01/2024 → 04/2024
  Study Abroad
  Bergen
• 08/2023 → 12/2023
  University Of Cincinnati
  Cincinnati, OH
• 05/2023 → 07/2023
  Walkers Outdoor Landscaping Llc
  Arcanum, OH
• 08/2022 → 04/2023
  University Of Cincinnati
  Cincinnati, OH
• 09/2023 → 10/2023
  Nickolson's Gastropub
  Cincinnati, OH
• 02/2022 → 07/2022
  Walkers Outdoor Landscaping Llc
  Arcanum, OH
• 12/2021 → 01/2022
  Unemployed
  Greenville, OH
• 09/2021 → 11/2021
  Vail Resorts
  Keystone, CO
• 05/2021 → 08/2021
  Wagner Paving Inc.
  Laura, OH
• 08/2020 → 04/2021
  Sincalir Community College
  Dayton, OH
• 05/2020 → 08/2020
  Wagner Paving Inc.
  Laura, OH
• 08/2019 → 04/2020
  Sinclair Community College
  Dayton, OH
• 05/2019 → 10/2019
  Wagner Paving Inc.
  Laura, OH
• 01/2015 → 04/2019
  Arcanum High School
  Arcaum, OH
• 06/2017 → 08/2017
  Arcanum Swimming Pool
  Arcanum, OH
• 03/2026 → Present
  Ossfin Llc
  Saint Petersburg, FL

Other Businesses

OssFin LLC OssFin is a consumer financial-technology company. It provides a personal-finance data-aggregation and educational application that connects to a user's own financial accounts. Yes, under the form's broad definition, because the application aggregates and displays banking and investment-account data. However, to be clear, Ossfin does not custody assets or execute trades. It aggregates and displays connected user data. Address: 777 35th Ave S Saint Petersburg, FL 33705 Position: Owner 03/26/2026 40-50 hours per month devoted to OssFin 0 hours spend during trading hours Any compensation would be in the form of business profits / owner's distributions from the company's software-subscription (SaaS) revenue. Any future compensation would be SaaS business profit, not sales-based Duties: overall responsibility for the business, including development, design, and operations/strategy.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-12

Other Names

• Wes Atchley
• Evan Atchley