Darin Jay Beckering
Investment adviser representative at Elevation Wealth Management
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$259.2MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Halo Investing Insurance Services, LLCFeb 2025 to now
- Elevation Wealth ManagementJun 2021 to now
- Wingman Strategic Partners, LLCOct 2023 to Feb 2025
- Crest Risk ManagementDec 2021 to Oct 2023
- Belpointe Asset ManagementJan 2021 to Dec 2021
- Belpointe Insurance LLCJan 2021 to Dec 2021
- TD AmeritradeApr 2010 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (MN, NE, TX).
Elevation Wealth Management
Legal name: Elevation Wealth Management, LLC
$259.2MAssets managed
179Clients
3Advisers
2 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
- 4666158
- Firm CRD
- 314604