Elena Dant
Investment adviser representative at Bluespring Wealth Management, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.4BFirm 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
19 years in the industry.
- Kestra Financial Inc.May 2026 to now
- Bluespring Wealth Management, LLCSep 2025 to now
- Vector Wealth ManagementJun 2025 to May 2026
- Northwestern Mutual Wealth Management CompanySep 2023 to May 2025
- Larwin KauffmanApr 2023 to May 2025
- Northwestern Mutual Investment Services LLCApr 2023 to May 2025
- Brian KellyJul 2022 to May 2025
- David KleinJul 2022 to May 2025
- Refine Wealth StrategiesJul 2022 to May 2025
- Bethel Lutheran ChurchJul 2022 to Sep 2023
- Lawrin KauffmanJul 2022 to Apr 2023
- Self-employedJun 2022 to May 2025
- Luther CollegeAug 2019 to May 2022
- Owatonna High SchoolAug 2015 to Jun 2019
- StudentSep 2007 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Bluespring Wealth Management, LLC
$5.4BAssets managed
3,250Clients
45Advisers
16 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
- 7585020
- Firm CRD
- 152667