Kenneth Allen Armstrong
Investment adviser representative at Elevate Capital Advisors
23 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$183.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Elevate Insurance Agency, LLCMay 2017 to now
- Elevate Capital AdvisorsMar 2017 to now
- Elevate VenturesSep 2018 to Sep 2022
- Northwestern Mutual Wealth Management CompanyMay 2007 to Apr 2017
- Northwestern Mutual Investment Services, LLCMar 1999 to Apr 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (CO, LA, TX).
Elevate Capital Advisors
Legal name: Elevate Capital Advisors, Inc.
$183.3MAssets managed
210Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3169018
- Firm CRD
- 288190