Natalie Lauren Quinn
Investment adviser representative at Elevation Point Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.3BFirm 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.
- Portfolio management
Experience
10 years in the industry.
- Elevation Point Wealth Partners, LLCJan 2026 to now
- UBS Financial Services, IncFeb 2024 to Jan 2026
- Northwestern Mutual Wealth Management CompanyAug 2021 to Feb 2024
- Northwestern Mutual Investment Services LLCMar 2021 to Jan 2024
- Philip AdraSep 2020 to Jul 2021
- StudentAug 2016 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Elevation Point Wealth Partners, LLC
$8.3BAssets managed
4,936Clients
56Advisers
20 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
- 7288310
- Firm CRD
- 137068