Darin Beckering
Darin Beckering is a CFP-designated registered investment advisor at Elevation Wealth Management, based in Eden Prairie, MN, with 22 years of industry experience. Darin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 132 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Annual fees are negotiable.
Fee Estimator
Location
Eden Prairie, MN
Get directionsHistory
Regulatory History (6)
Judgment / Lien
June 2024Customer Dispute
May 2010Customer Dispute
April 2010Customer Dispute
April 2009Customer Dispute
September 2008Customer Dispute
October 2007Other Business ActivitiesSells Insurance
Darin is an insurance producer for Halo Investing Insurance Services, LLC, dedicating a few hours per week to insurance sales. He also has indirect ownership in Platinum Six, LLC, a real estate management and investment company, and serves as a non-profit board member for Avail Academy, along with several consulting roles.
Employment History
Current Registrations
Elevation Wealth Management
Previous Registrations
Belpointe Asset Management LLC
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.