TrueAdvisor
TrueAdvisor
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Becky Lynn Gustafson

Elevation Point Wealth Partners, LLC
30 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Elevation Point Wealth Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,677 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

8000 Norman Center Drive, Suite 630, Minneapolis, MN, 55437

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2017 - July 2021 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 2016 - July 2021 · 4 yrs 9 mos
Robert W. Baird & CO. Incorporated
December 2008 - January 2010 · 1 yr 1 mo
Robert W. Baird & CO. IncorporatedBroker
December 2008 - January 2010 · 1 yr 1 mo
Wachovia Securities, LLC
August 2004 - December 2008 · 4 yrs 4 mos
Wachovia Securities, LLCBroker
July 2003 - December 2008 · 5 yrs 5 mos
Prudential Securities IncorporatedBroker
November 1998 - July 2003 · 4 yrs 8 mos
Smith Barney INC.Broker
October 1997 - October 1998 · 1 yr
Dean Witter Reynolds INC.Broker
December 1994 - June 1995 · 6 mos
Financial West GroupBroker
May 1993 - July 1994 · 1 yr 2 mos
Srm Securities, IncorporatedBroker
November 1986 - May 1993 · 6 yrs 6 mos
Dean Witter Reynolds INC.Broker
April 1983 - September 1984 · 1 yr 5 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.