Shane
Fleury
Elevate Capital Advisors
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About this Advisor
Shane Fleury is a financial advisor based in Eagle, Colorado, working with Elevate Capital Advisors. Shane has previously held positions at Northwestern Mutual Investment Services, LLC, Kenneth Armstrong, Northwestern Mutual Wealth Management Company, Elevate Capital Advisors, Elevate Ventures, and Elevate Insurance Advisors, LLC. Shane has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Shane is part of Elevate Capital Advisors, which operates out of Eagle, Colorado. The firm has 6 employees and manages assets totaling $139.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Elevate Capital Advisors includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Elevate Capital Advisors Brokerage Details
$139,761,945
6
597
$234,107
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Shane Fleury Work History
Elevate Capital Advisors
Elevate Insurance Advisors, LLC
Elevate Ventures
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Kenneth Armstrong
Disclosures
Please visit the SEC profile of Shane Fleury to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Elevate Capital Advisors
Wayzata, MN
Eagle, CO
Eagle, CO
Eagle, CO
Eagle, CO
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