Andrew Paul Kirchner

Employer firm

Elevation Wealth Partners, LLC CRD 123971

$671M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 12/2015 → 12/2017
  Fdx Advisors, Inc.
  Sacramento, CA
• 01/2018 → 12/2018
  Envestnet
  Chicago, IL
• 01/2019 → 03/2019
  Unemployed
  Benicia, CA
• 03/2019 → 04/2019
  Assetmark Financial, Inc
  Concord, CA
• 12/2020 → Present
  Zrc Wealth Management, Llc.
  Walnut Creek, CA
• 04/2019 → 01/2020
  Unemployed
  Benicia, CA
• 01/2020 → 08/2020
  City Of Vallejo
  Vallejo, CA
• 08/2020 → 11/2020
  Unemployed
  Benicia, CA

Previous Registrations

• 2019-03-21 → 2019-04-12
  Assetmark, Inc.
  Concord, CA
• 2015-12-04 → 2019-01-25
  Fdx Advisors, Inc.
  Berwyn, PA
• 2014-05-21 → 2015-04-30
  Scf Investment Advisors, Inc.
  Fresno, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-05-20