Joseph William Richard Wild

Elevated Capital Advisors, LLC

1 Year of Experience

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Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net Worth

Elevated Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

1,031 clients

Average Client Portfolio

$420K average

Assets Under Management

$433.0M

Fee Structure

Minimum Investment:$10K

Financial Planning:Included in AUM fee

Location

5200 W 94th Terrace Suite 208, Prairie Village, KS, 66207

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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.

Employment History

Current Registrations

Elevated Capital Advisors, LLC

June 2024 - Present · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.