Oakley
Allen
Elevated Capital Advisors, LLC
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About this Advisor
Oakley Allen is a financial advisor who works in Overland Park, Kansas, who has 6 years of relevant experience. Allen is an employee of Elevated Capital Advisors, LLC. Throughout their career, Allen has worked at New York Life Insurance Co, Nylife Securities LLC, Glazer'S Distributors, Global Plains Adv Group, Global Financial Private Capital, LLC and Elevated Capital Advisors, LLC. Allen holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arizona, Colorado, Florida, Kansas, Missouri, Oklahoma and Texas. Elevated Capital Advisors, LLC is a registered investment firm operating out of Sandy, UT. It has $312 million in assets under management among its 2,139 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 2,139 accounts, just 7% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a number of services, including 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. A financial advisor's fees usually depend on which service is provided. Fees charged by Elevated Capital Advisors, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Elevated Capital Advisors, LLC Brokerage Details
$311,943,709
8
2,139
$145,836
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
Oakley Allen Work History
Oakley has been registered as a financial advisor for 6 years.*
Elevated Capital Advisors, LLC
Global Plains Adv Group
Global Financial Private Capital, LLC
New York Life Insurance Co
Nylife Securities LLC
Glazer'S Distributors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Oakley Allen 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
Overland Park, KS
Sandy, UT
Sandy, UT
Newnan, GA
Sandy, UT
Salineno, TX
Murrieta, CA
Sandy, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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