Timothy Nicholas Hays
Investment adviser representative at Elevated Financial Group
20 yearsExperience
1 stateRegistered in
$532MFirm assets
1 yearFirm in business
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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
20 years in the industry.
- Elevated Financial Group, LLCApr 2025 to now
- InvstJan 2021 to Apr 2025
- Jarred Bunch Consulting, LLCJan 2021 to Apr 2025
- Jackson National Life Distributors LLCOct 2006 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IN).
Elevated Financial Group
Legal name: Elevated Financial Group, LLC
$532MAssets managed
716Clients
7Advisers
1 yearIn 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
- 5140165
- Firm CRD
- 334353