Kyle Garret Lottman
Investment adviser representative at Elevate Capital Advisors
13 yearsExperience
2 statesRegistered in
CFADesignation
$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
13 years in the industry.
- Elevate Capital Advisors, IncNov 2020 to now
- ScheelsJul 2020 to Jun 2021
- Focus FinancialNov 2019 to Oct 2021
- Royal Alliance Associates, Inc.Nov 2019 to Nov 2020
- UnemployedJun 2019 to Nov 2019
- Exelsior Financial PartnersApr 2018 to Jun 2019
- US BankJun 2017 to Apr 2018
- Piper Jaffray & Co.Feb 2013 to Mar 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CO, MN).
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
- 6168323
- Firm CRD
- 288190