Dallin Bunnell
Investment adviser representative at Elevated Capital Advisors, LLC
12 yearsExperience
1 stateRegistered in
$499.1MFirm assets
9 yearsFirm 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 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
12 years in the industry.
- Elevated Capital Advisors, LLCJan 2025 to now
- Elevated Retirement GroupJun 2023 to now
- KenectFeb 2023 to May 2023
- Utah Mattress OutletAug 2022 to Feb 2023
- Self EmploymentApr 2021 to Aug 2022
- Fox Pest ControlOct 2020 to Aug 2022
- Utah State UniversityAug 2020 to Dec 2021
- Martin Skabelund RoofingApr 2020 to Aug 2020
- Full Time StudentAug 2019 to Apr 2020
- Merit Prep AcademyJun 2019 to Aug 2019
- The Church of Jesus Christ of Latter Day SaintsJun 2017 to Jun 2019
- Full Time StudentAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 8029160
- Firm CRD
- 226721