Oleg N. Zviagin
Investment adviser representative at Elevate Planners
10 yearsExperience
4 statesRegistered in
$25.9MFirm assets
Under 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
10 years in the industry.
- Elevate Planners, LLCMay 2024 to now
- Proxy Freedom LLCJul 2023 to Jul 2023
- Proxy International LLCMay 2023 to Jun 2024
- Proxy Wealth Advisors LLCApr 2021 to Jun 2024
- Capfinancial Partners, LLC. (captrust)Oct 2018 to Apr 2021
- Fce GroupAug 2016 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (CA, NV, NY, TX).
Elevate Planners
Legal name: Elevate Planners, LLC
$25.9MAssets managed
44Clients
2Advisers
Under 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
- 6116587
- Firm CRD
- 332251