Cole Carson
Investment adviser representative at Elevate Financial Planning and Wealth Management
10 yearsExperience
3 statesRegistered in
$107.1MFirm assets
Under 1 yearFirm in business
Are you Cole Carson? Claim your profile
Contact this firm
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 ManagementJun 2025 to now
- Rpag/flexpathJun 2024 to Aug 2024
- Rimrock Capital ManagementJul 2022 to Aug 2022
- University of MiamiAug 2021 to Jun 2025
- Core AthleticsNov 2020 to Jun 2021
- The Old Spaghetti FactoryJun 2018 to Jun 2021
- Corona Del Mar High SchoolSep 2016 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, 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
- 8116117
- Firm CRD
- 329079