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Andrew Schwan

Elevate Financial Planning And Wealth Management

Chattanooga, TN

St. Petersburg, FL

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Current Employers
Elevate Financial Planning And Wealth Management

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-28
FL RA APPROVED 2025-09-26
TN RA APPROVED 2025-09-22
  • TX RA
    APPROVED
    Since 2025-10-28
  • FL RA
    APPROVED
    Since 2025-09-26
  • TN RA
    APPROVED
    Since 2025-09-22

Branch Locations

7405 Shallowford Rd Suite 380B, Chattanooga, TN 37421 • United States

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • 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
Elevate Financial Planning And Wealth Management Chattanooga TN 09/2025 Present
Deerpath Middle School Lake Forest IL 08/2015 06/2017
Lake Forest High School Lake Forest IL 08/2017 06/2021
Tulane University New Orleans LA 08/2021 07/2025
Discover Golf Lake Forest IL 05/2022 08/2023
Bruno's Tavern New Orleans LA 10/2023 05/2024
Sjc Ventures Atlanta GA 05/2024 08/2024
Gofer Tasks Llc Lake Forest IL 09/2019 09/2021
  • 09/2025 → Present
    Elevate Financial Planning And Wealth Management
    Chattanooga, TN
  • 08/2015 → 06/2017
    Deerpath Middle School
    Lake Forest, IL
  • 08/2017 → 06/2021
    Lake Forest High School
    Lake Forest, IL
  • 08/2021 → 07/2025
    Tulane University
    New Orleans, LA
  • 05/2022 → 08/2023
    Discover Golf
    Lake Forest, IL
  • 10/2023 → 05/2024
    Bruno's Tavern
    New Orleans, LA
  • 05/2024 → 08/2024
    Sjc Ventures
    Atlanta, GA
  • 09/2019 → 09/2021
    Gofer Tasks Llc
    Lake Forest, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-04
  • S65 Uniform Investment Adviser Law Examination
    2025-09-04
Other Names
  • Drew Schwan

View on SEC IAPD

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Anthony Mark D'Andrea
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Austin David Cone
Evan Bennett Russell
DILLON DEAN GEORGE
WILLIAM PAUL EVANS

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
EQUITABLE ADVISORS, LLC · CHATTANOOGA, TN
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chatanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Chatanooga, TN
AMERIPRISE FINANCIAL SERVICES, LLC · Chattanooga, TN

More in Chattanooga, TN

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