Leawood, KS Office

Team
Updated today

Client AUM

$226,045,866

Clients

378

Advisors

2

Of 3 advisors across 2 offices

Location

11111 Nall Ave, Ste 202

Leawood KS 66211

Advisors at this office

2

Advisors at this office

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John H

Series 63, Series 65

Leawood, KS

Elevation Advisory Partners LLC

John Harrison III is a financial advisor with Elevation Advisory Partners LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Silver Oak Securities, Cetera Advisor Networks, and Summit Financial Group. He is also an owner of Harrison Capital Management, a financial planning firm, and HCM Holdings, a financial holding company. Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm’s investment approach integrates fundamental and technical analysis across multiple asset classes and includes options for ESG alignment.

Private / alternative investments Real estate investing Active portfolio management ESG / Sustainable investing
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Brian T

Series 65

Leawood, KS

Elevation Advisory Partners LLC

Brian Truxaw is a financial advisor at Elevation Advisory Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Commerce Bank for thirteen years. Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm utilizes a combined fundamental and technical analysis approach across various asset classes, including equities, fixed income, mutual funds, ETFs, and alternative investments, and offers ESG/SIS alignment upon client request.

Private / alternative investments Real estate investing Active portfolio management ESG / Sustainable investing
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