Tyler James Moison

Employer firm

Elevated Capital Advisors, LLC CRD 226721

$499M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2020 → Present
  Elevated Retirement Group
  Prairie Villiage, KS
• 01/2020 → 04/2020
  Elevated Retirement Group
  Prairie Villiage, KS
• 06/2019 → 08/2019
  Advisors Excel
  Topeka, KS
• 10/2018 → 05/2019
  Target
  Manhattan, KS
• 06/2018 → 08/2018
  Waddell And Reed
  Oakley, KS
• 08/2015 → 12/2019
  Kansas State University
  Manhattan, KS

Other Businesses

Insurance sales. Non-Investment related. 5200 W 94th Terrace Suite 208, Prairie Villiage, KS 66207. Aside from my duties as an IAR I am also licensed to sell insurance. In this role I devote 10-20 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-26

Designations

• Certified Financial Planner