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GL

Glenn J. Lempe

ELEVATION POINT WEALTH PARTNERS
Plymouth, MN 55441
Some features on this profile are disabled
CRD#: 2162929
GL

Professional summary

Glenn Joseph Lempe, CFP®, who also goes by G J Lempe, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Plymouth, Minnesota.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Glenn has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Education Planning
Retirement Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Estate Planning
Tax Planning
Insurance Planning
Investment Planning
Are you a "fiduciary"?
Yes

Aliases

G J Lempe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Joseph Lempe's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1999

Experience

Current

January 10, 2024 - Present

ELEVATION POINT WEALTH PARTNERS, LLC

Office #1: 605 Hwy 169 N Suite 200, Plymouth, MN 55441
RIA
CRD#: 137068
Plymouth, MN
Past

January 8, 2024 - December 23, 2024

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

July 17, 2006 - January 9, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
PLYMOUTH, MN
Past

July 17, 2006 - January 9, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
PLYMOUTH, MN
Past

July 23, 1991 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 23, 1991 - July 21, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
EDINA, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | SAGEPOINT CAPITAL PARTNERS | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | HARBOR VIEW PRIVATE WEALTH | HAMPTON BLUFF CAPITAL PARTNERS | FORTAGE CAPITAL ADVISORS | FORTA WEALTH PARTNERS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA
Registered Investment Advisory firm - (1/3/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(1/10/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 7/29/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/1991
General Securities Representative Examination

Current Firm

EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | SAGEPOINT CAPITAL PARTNERS | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | HARBOR VIEW PRIVATE WEALTH | HAMPTON BLUFF CAPITAL PARTNERS | FORTAGE CAPITAL ADVISORS | FORTA WEALTH PARTNERS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA
Registered Investment Advisory firm - (1/3/2006 Approved)
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Contact information

Main Address
1580 Lincoln Street Suite 680, Denver, CO 80203
Mailing Address
Phone number
(303) 382-2880
Established
Firm type
Fiscal year end
# of Employees
68

SEC notice filing (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EPWP ADV PART 2A (2/11/2026)

Regulatory assets under management

Total Number of Accounts8,324
AUM (Assets Under Management)$ 2,434,909,737

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068Plymouth, MN 55441

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