Scott
Dougan

Elevated Capital Advisors, LLC

CRD#6291686
Investment Advisor
in Overland Park, KS

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About this Advisor

Scott Dougan is a financial advisor working in Overland Park, Kansas with a total of 6 years of relevant experience. Dougan is an employee of Elevated Capital Advisors, LLC. Throughout their career, they have worked at Global Plains Advisory Group, Elevated Capital Advisors, LLC, Emerging Advisor and Global Financial Private Capital. Dougan maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in California, Florida, Kansas, Missouri, Nevada, Oklahoma, Oregon, Texas and Washington. Elevated Capital Advisors, LLC is a registered investment company that has its headquarters in Sandy, UT. It has $312 million in total assets across its 2,139 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 2,139 accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a diverse array of services, such as 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. Financial advisory fee schedules typically are based on the financial services provided. However, fees charged by Elevated Capital Advisors, LLC likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5200 West 94Th Terrace Suite 208
Overland Park, KS 66207

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Elevated Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$311,943,709

KS Average: $693,624,108
Total Number of Employees

8

KS Average: 12
Total Number of Accounts

2,139

KS Average: 1,115
Average Account Size

$145,836

KS Average: $622,084

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

Scott Dougan Work History

Scott has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Elevated Capital Advisors, LLC

2013 - Present (11 years)

Emerging Advisor

2003 - Present (21 years)

Global Plains Advisory Group

2014 - 2017 (3 years)

Global Financial Private Capital

*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 Scott Dougan 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

Oakley Allen
Overland Park, KS
Brian Hermann
Sandy, UT
Chirho Garcia
Murrieta, CA
Raul Gomez
Salineno, TX
Andrzej Mitkowski
Sandy, UT
Elton Wilcox
Sandy, UT
Judah Sworney
Newnan, GA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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