Kai Washington
Investment adviser representative at Elevate Financial Planning and Wealth Management
10 yearsExperience
2 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.
- Cheddars Scratch KitchenJul 2026 to now
- Elevate Financial Planning and Wealth ManagementJun 2026 to now
- Washington University In St. Louis: Bear NecessitiesJan 2026 to May 2026
- Janus HendersonJun 2025 to Aug 2025
- Janus HendersonJul 2024 to Aug 2024
- Washington University In St. Louis: TrioSep 2023 to May 2024
- Washington University In St. LouisAug 2022 to May 2026
- Little Elm High SchoolAug 2018 to May 2022
- Lakeside Middle SchoolAug 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8298068
- Firm CRD
- 329079