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Allen Lee Weaver

Elevation Financial Partners, LLC

Westerville, OH

CRD 5867611

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Employer firm

Elevation Financial Partners, LLC CRD 120906

$58.7M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Market timing
  • Educational seminars

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

Current Employers
Elevation Financial Partners, Llc

240 S State St, Westerville, OH 43081 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-06-04
  • OH RA
    APPROVED
    Since 2015-06-04

Branch Locations

240 S State St, Westerville, OH 43081 • 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
J.H. Mckewen Iii & Associates Westerville OH 03/2015 Present
  • 03/2015 → Present
    J.H. Mckewen Iii & Associates
    Westerville, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
ARSENEAU FINANCIAL
LPL FINANCIAL LLC

Nearby Investors

JANET LEA GABEL
WILLIAM MITCHELL GARNER
SHAWN MICHAEL ARSENEAU

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Westerville, OH
ARSENEAU FINANCIAL · WESTERVILLE, OH
LPL FINANCIAL LLC · WESTERVILLE, OH

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