Joseph
Wild
Elevated Capital Advisors, LLC
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About this Advisor
Joseph Wild is a financial advisor based in Overland Park, Kansas, working with Elevated Capital Advisors, LLC. Joseph has previously held positions at Elevated Capital Advisors, LLC, Elevated Retirement Group, Alliance Bank, Advisors Excel, Bankers Life, Wildcat Creek Fitness, and Frito Lay. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Joseph is part of Elevated Capital Advisors, LLC, which operates out of Overland Park, Kansas. The firm has 10 employees and manages assets totaling $375.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Elevated Capital Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Elevated Capital Advisors, LLC Brokerage Details
$375,281,037
10
2,382
$157,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joseph Wild Work History
Elevated Capital Advisors, LLC
Elevated Retirement Group
Alliance Bank
Advisors Excel
Bankers Life
Wildcat Creek Fitness
Frito Lay
Disclosures
Please visit the SEC profile of Joseph Wild 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 Elevated Capital Advisors, LLC
Draper, UT
Draper, UT
Overland Park, KS
Newnan, GA
Draper, UT
Overland Park, KS
Overland Park, KS
Murrieta, CA
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