Stephanie Ashley
Investment adviser representative at Elevated Financial Group
10 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
10 years in the industry.
- Elevated Financial GroupMay 2025 to now
- Invst, LLCApr 2023 to May 2025
- Beacon Pointe Advisors, LLCMar 2022 to Mar 2023
- Purshe Kaplan Sterling InvestmentsMar 2022 to Mar 2023
- Commonwealthfinancial NetworkJul 2018 to Mar 2022
- Goldstein Group Financial AdvisorsJul 2018 to Mar 2022
- Charles Schwab & Co., IncDec 2016 to Jul 2018
- UnemployedAug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
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
- 6735501
- Firm CRD
- 334353