Austin Keiji Young
Investment adviser representative at Elevate Financial Planning and Wealth Management
10 yearsExperience
4 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 ManagementJan 2025 to now
- UnemployedSep 2024 to Jan 2025
- Mcreif GroupOct 2023 to Feb 2024
- Universidad De ValenciaSep 2021 to Feb 2024
- CutcoOct 2019 to Mar 2020
- University of North FloridaAug 2019 to Aug 2024
- Creekside HighschoolSep 2016 to Jul 2019
- Julington Creek PorpoisesAug 2016 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, SC, TN).
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
- 8029927
- Firm CRD
- 329079