Cheryl L Battung
Investment adviser representative at Elevated Capital Advisors, LLC
14 yearsExperience
2 statesRegistered in
$499.1MFirm assets
9 yearsFirm 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
- Seminars and workshops
Experience
14 years in the industry.
- Elevated Capital Advisors, LLCOct 2023 to now
- Equity Smart Home LoansSep 2023 to now
- Bz Legacy Group LLCMar 2022 to now
- Door DashApr 2021 to now
- Cetera Investment Advisers LLCJun 2023 to Oct 2023
- Primary Residential Mortgage IncOct 2020 to Sep 2023
- Cetera Advisor Networks LLCSep 2019 to Oct 2023
- Summit Financial Group IncSep 2018 to May 2021
- Summit Brokerage Services IncSep 2018 to Sep 2019
- Broker Dealer Financial Services Corp.Oct 2009 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Elevated Capital Advisors, LLC
$499.1MAssets managed
1,007Clients
21Advisers
9 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
- 5513549
- Firm CRD
- 226721