Skip to content

Todd Larry Drangstveit

Investment adviser representative at Elevated Private Wealth
15 yearsExperience
2 statesRegistered in
$122.7MFirm assets
1 yearFirm in business

Are you Todd Larry Drangstveit? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Elevated Private WealthApr 2025 to now
  2. Purpose Comprehensive Wealth ManagementJan 2021 to Apr 2025
  3. Potawatomi Hotel and CasinoNov 2018 to Jan 2021
  4. Software OneJan 2011 to Nov 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 2 states (TX, WI).

Elevated Private Wealth

Legal name: Elevated Private Wealth, LLC

$122.7MAssets managed
112Clients
4Advisers
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
7328689
Firm CRD
335270
Advisor's SEC record (opens in a new tab)
CallContact this firm