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Brian M Truxaw

Elevation Advisory Partners LLC

Orlando, FL

Leawood, KS

CRD 7619457

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Employer firm

Elevation Advisory Partners LLC CRD 312170

$226M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Elevation Advisory Partners Llc

3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-30
KS RA APPROVED 2022-08-31
  • TX RA
    APPROVED_RES
    Since 2026-07-30
  • KS RA
    APPROVED
    Since 2022-08-31

Branch Locations

3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States

11111 Nall Avenue Suite 202, Leawood, KS 66211 • 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
Commerce Bank Shawnee KS 01/2009 05/2022
Elevation Advisory Partners Llc Leawood KS 05/2022 Present
Other Businesses

INSURANCE. NOT-INVESTMENT RELATED. KANSAS. INSURANCE SALES. AGENT. START DATE 05.2026. LESS THAN 10% OF TIME.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-31
  • S65 Uniform Investment Adviser Law Examination
    2022-08-31

View on SEC IAPD

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Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

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