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Andrew Paul Kirchner

Elevation Wealth Partners, LLC

Walnut Creek, CA

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Current Employers
Elevation Wealth Partners, Llc

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-01-11
  • CA RA
    APPROVED
    Since 2021-01-11

Branch Locations

200 Pringle Ave Suite 400, Walnut Creek, CA 94596 • 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
Fdx Advisors, Inc. Sacramento CA 12/2015 12/2017
Envestnet Chicago IL 01/2018 12/2018
Unemployed Benicia CA 01/2019 03/2019
Assetmark Financial, Inc Concord CA 03/2019 04/2019
Zrc Wealth Management, Llc. Walnut Creek CA 12/2020 Present
Unemployed Benicia CA 04/2019 01/2020
City Of Vallejo Vallejo CA 01/2020 08/2020
Unemployed Benicia CA 08/2020 11/2020
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-20
  • S66 Uniform Combined State Law Examination
    2014-05-20

View on SEC IAPD

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BURTON ENRIGHT WELCH
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ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

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Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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