Patryk Michniewicz
Investment adviser representative at Elevate Financial Planning and Wealth Management
11 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
11 years in the industry.
- Dicks Sporting GoodsAug 2026 to now
- Elevate Financial Planning and Wealth ManagementJul 2026 to now
- Sams ClubJun 2025 to Aug 2025
- Iowa State UniversityAug 2024 to May 2026
- Compass GroupAug 2023 to Aug 2024
- FedexDec 2022 to May 2023
- Friacos Mexican RestaurantAug 2022 to Nov 2022
- Chicken N SpiceJan 2022 to Jun 2022
- YmcaJun 2021 to Aug 2021
- Plainfield South High SchoolAug 2018 to May 2022
- Drauden Point Middle SchoolAug 2015 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
- 8314683
- Firm CRD
- 329079