Plymouth, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$8,088,159,174
ClientsTotal clients
4,879
AdvisorsAdvisors at this office
3
Of 56 advisors across 19 offices
Location
605 Hwy 169 N, Suite 200
Plymouth MN 55441
Advisors at this office
3
Advisors at this office
Malick A
Series 65
Plymouth, MN
Elevation Point Wealth Partners, LLC
Malick Abid is a financial advisor at Elevation Point Wealth Partners, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at SuperiorWealth Partners. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets, serving individuals, retirement plans, trusts, estates, and businesses through programmatic offerings. The firm’s investment approach centers on tactical asset allocation model portfolios and incorporates third-party managers, with an advisory footprint that integrates insurance distribution and annuity servicing.
Steven P
Series 63, Series 66
Plymouth, MN
Elevation Point Wealth Partners, LLC
Steven Powers is a financial advisor at Elevation Point Wealth Partners, LLC, with 25 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including LPL Financial and Innovation Partners LLC. Powers is also the owner of Legacy Investments & Insurance Services Inc., where he remains active. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolio strategies and third-party manager integration, incorporating insurance distribution and annuity servicing into its advisory services.
Glenn L
CFP®, Series 63
Plymouth, MN
Elevation Point Wealth Partners, LLC
Glenn Lempe is a financial advisor at Elevation Point Wealth Partners, LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes positions at LPL Financial and managing his own firm, Glenn J. Lempe, Inc. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with approximately $8.29 billion in assets under management and 53 advisors. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, and corporations, employing model portfolios and tactical asset allocation that incorporate mutual funds, ETFs, third-party managers, and alternative investments.
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