Heath Mccullough
Investment adviser representative at Elevate Financial Planning and Wealth Management
10 yearsExperience
5 statesRegistered in
$107.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Elevate Financial Planning and Wealth Management LLCAug 2024 to now
- Elevate Insurance Agency Services LLCAug 2024 to now
- Hm InventoriesJul 2023 to Aug 2024
- StudentAug 2022 to May 2024
- UnemployedJan 2022 to Aug 2022
- U.S. ArmySep 2017 to Jan 2022
- StudentAug 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, SC, TN, TX).
Elevate Financial Planning and Wealth Management
Legal name: Elevate Financial Planning and Wealth Management LLC
$107.1MAssets managed
457Clients
45Advisers
Under 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
- 7994238
- Firm CRD
- 329079