Braden Carnes
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.
- Texas RoadhouseDec 2025 to now
- Elevate Financial Planning and Wealth ManagementApr 2025 to now
- Tennessee Secondary School Athletic AssociationJan 2025 to now
- Mccall Construction LLCMay 2024 to Jan 2025
- University of Tennessee KnoxvilleJan 2023 to May 2024
- Tennessee Tech UniversityJan 2021 to Jan 2023
- University of LouisvilleJul 2020 to Jan 2021
- Greenback High SchoolAug 2019 to Jul 2020
- Maryville High SchoolAug 2016 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, 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
- 8078878
- Firm CRD
- 329079