Kenneth Allen Armstrong

Employer firm

Elevate Capital Advisors CRD 288190

$183M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 03/1999 → 04/2017
  Northwestern Mutual Investment Services, Llc
  Denver, CO
• 05/2007 → 04/2017
  Northwestern Mutual Wealth Management Company
  Milwuakee, WI
• 03/2017 → Present
  Elevate Capital Advisors
  Eagle, CO
• 05/2017 → Present
  Elevate Insurance Agency, Llc
  Eagle, CO
• 09/2018 → 09/2022
  Elevate Ventures
  Eagle, CO

Previous Registrations

• 2006-05-09 → 2007-04-30
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 2005-08-10 → 2006-05-09
  Northwestern Mutual Investment Services, Llc
  Edwards, CO
  Eagle, CO
  Eagle, CO

Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. Insurance Agent / Member & Owner of Elevate Insurance Advisors, LLC; Investment-Related; Insurance Products; Approx. 25 hours per month during trading hours. Start date: 5/2017

Exams

• S66 Uniform Combined State Law Examination
  2005-08-08
• S63 Uniform Securities Agent State Law Examination
  2002-08-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Kenneth A Armstrong