Tyler James Moison
Investment adviser representative at Elevated Capital Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$499.1MFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- Elevated Capital Advisors, LLCApr 2020 to now
- Elevated Retirement GroupJan 2020 to now
- Advisors ExcelJun 2019 to Aug 2019
- TargetOct 2018 to May 2019
- Waddell and ReedJun 2018 to Aug 2018
- Kansas State UniversityAug 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 6950430
- Firm CRD
- 226721