A complete list of active advisors currently associated with Elevated Finance
Warmer can help you find a great advisor at Elevated Finance or one who fits your needs even better.
Elevated Finance provides discretionary and non-discretionary investment management to individuals and business entities and also delivers retirement plan services, acting as either a limited-scope ERISA 3(21) advisor or a discretionary 3(38) investment manager for qualified plans. Services include portfolio construction and monitoring, plan-level fiduciary consulting, and participant education or enrollment support for 401(k), 403(b), pension and similar plans. Investment programs are tailored to each client’s documented goals, time horizon and risk tolerance and may employ fundamental and technical analysis across long-term, short-term, trading and options strategies. The firm documents client objectives, conducts periodic (quarterly) account reviews, and relies on recommended custodians (including Charles Schwab) for trade execution and client reporting, with the option for discretionary trading when authorized. Noteworthy for an independent adviser of this size, the firm is affiliated with Lodermeier CPA LLC: the owner is a licensed CPA who devotes substantial time to his accounting practice and offers separate CPA services to clients, a relationship disclosed as a potential conflict of interest. The combination of an accounting affiliation, explicit pension consulting capabilities, and willingness to act as a 3(38) plan manager is less common among peers and may be particularly relevant for business clients and plan sponsors; the firm manages roughly $1.6 million across about two dozen clients.
To learn more about the advisors currently working at Elevated Finance, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Willard, OH
| 1
|
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