Ryan Michael Bradley
Investment adviser representative at Elevated Financial Group
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$532MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Elevated Financial Group, LLCJan 2025 to now
- Invst LLCApr 2022 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to Apr 2019
- Sei ArchwayApr 2018 to Mar 2022
- Select Family of Staffing CompaniesJan 2017 to May 2017
- EmploybridgeJan 2017 to Feb 2017
- Scotty's BrewhouseJun 2016 to Jun 2017
- Butler UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 6815563
- Firm CRD
- 334353