Prairie, KS Office

Team
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Elevated Capital Advisors, LLC logo

Elevated Capital Advisors, LLC

Team

Firm-wide stats for Elevated Capital Advisors, LLC

Total advisors

21

Across 10 offices

Clients per advisor

48 Typical

Avg AUM per client

$494,076 Low

HNW client ratio

13% Low

About

Elevated Capital Advisors provides investment advisory services to individuals (including high-net-worth clients), trusts, estates, retirement and profit-sharing plans, and small businesses through a team of roughly 20 advisors managing about $499 million for approximately 1,000 clients. The firm offers wealth management, written financial planning and consulting, ERISA retirement-plan services under both 3(21) and 3(38) arrangements, sub-advisory services, and self-directed brokerage account (SDBA) options.

ECA implements portfolios through discretionary managed model portfolios and advisor-directed accounts, using strategic and tactical asset-allocation, style-based strategies, and direct indexing, and it employs third-party platforms such as AE Wealth as a TAMP and Howard Capital for SDBA model portfolios. Advisors prepare individualized written plans or consultations, adjust services and fees within firm ranges, and conduct regular account reviews with custodial statements and periodic performance reporting.

Notable distinctions disclosed in the brochure include that many of ECA’s investment adviser representatives also serve as licensed insurance agents who may receive commissions for life insurance and annuity sales, a conflict the firm discloses and states it does not supervise as part of the advisory relationship. The firm’s use of pooled investment vehicles through Howard Capital SDBA portfolios, its role as a sub-adviser for other RIAs, and its participation in AE Wealth’s business- and media-support programs (including access to marketing production and reporting tools) are emphasized as material arrangements that create economic benefits and potential conflicts which are disclosed to clients; the brochure also notes routine coordination with outside professionals, including accountants/CPAs, for tax and rollover matters.

Based on Elevated Capital Advisors, LLC

Expertise

Tax-loss harvesting Wealth management

Based on Elevated Capital Advisors, LLC

Location

5200 West 94th Terrace, Suite 208

Prairie KS 66207

Advisors at this office

4

Advisors at this office

user avatar

Oakley A

Series 63, Series 65

Prairie, KS

Elevated Capital Advisors, LLC

Oakley Allen is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Elevated Capital Advisors since 2017 and also works with Global Plains ADV Group. Outside of his advisory role, Oakley is involved in the sale of life insurance and fixed annuities. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by providing investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis, using tools like Riskalyze to tailor asset allocation strategies and offers both discretionary and non-discretionary portfolio management through a network of independent advisors.

Tax-loss harvesting Wealth management
user avatar

Scott D

Series 65

Prairie Village, KS

Elevated Capital Advisors, LLC

Scott Dougan is a financial advisor with Elevated Capital Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Elevated Capital Advisors since 2017 and previously spent three years at Global Financial Private Capital. Outside of his primary advisory role, he is the owner of Global Plains Advisory Group, where he recommends annuity and life insurance products, and he is a partner at Emerging Advisor, providing training and consulting to other advisors. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a blend of fundamental, technical, and quantitative analysis in its investment process and provides a range of portfolio management and consulting services.

Tax-loss harvesting Wealth management
user avatar

Joseph W

Series 65

Prairie Village, KS

Elevated Capital Advisors, LLC

Joseph Wild is a financial advisor at Elevated Capital Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Alliance Bank, Advisors Excel, and Bankers Life. Outside of finance, he was involved with Wildcat Creek Fitness. Elevated Capital Advisors, LLC serves a diverse range of individual and institutional clients, providing investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, offering both discretionary and non-discretionary portfolio management and access to various custody and trading platforms.

Tax-loss harvesting Wealth management
user avatar

Tyler M

CFP®, Series 65

Prairie Villiage, KS

Elevated Capital Advisors, LLC

Tyler Moison is a CFP® with five years of industry experience, currently serving as a financial advisor at Elevated Capital Advisors, LLC. His prior experience includes roles at Elevated Retirement Group, Advisors Excel, Target, and Waddell and Reed. In addition to his advisory work, he is licensed to sell insurance, dedicating part of his time to that activity. Elevated Capital Advisors, LLC serves a diverse range of individual and institutional clients by providing investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis and offers various portfolio management and consulting services through a network of independent advisors.

Tax-loss harvesting Wealth management
View complete list of advisors at this office
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