Greg D. Anderson

ELEVATION POINT WEALTH PARTNERS

Denver, CO 80203

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CRD#: 2318332

Professional summary

Greg David Anderson is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Denver, Colorado.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Greg has worked at 5 firms and has passed the Series 65, Series 63, Series 2, Series 3, Series 30 and Series 28 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Greg David Anderson'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®

None

Experience

Current

August 16, 2007 - Present

ELEVATION POINT WEALTH PARTNERS, LLC

Office #1: 1580 Lincoln Street Suite 680, Denver, CO 80203

RIA

CRD#: 137068

Denver, CO

Past

October 24, 2003 - March 31, 2011

MOUNT YALE PORTFOLIO ADVISORS, LLC

RIA

CRD#: 127396

DENVER, CO

Past

October 8, 2003 - January 20, 2016

MOUNT YALE SECURITIES, LLC

CRD#: 126870

DENVER, CO

Past

December 28, 1999 - October 27, 2003

INVESTMENT CONSULTING GROUP LLC

RIA

CRD#: 113323

DENVER, CO

Past

October 8, 1999 - December 31, 2017

MOUNT YALE ASSET MANAGEMENT, LLC

RIA

CRD#: 116578

DENVER, CO

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".

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

Colorado
(8/16/2007)

IAR

Texas
(8/16/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/19/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/25/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 2

Date: 8/5/1993

Non-Member General Securities Examination

General Industry/Product Exam

Series 3

Date: 1/22/1993

National Commodity Futures Examination

Principal/Supervisory Exam

Series 30

Date: 4/5/2013

NFA Branch Manager Examination

Principal/Supervisory Exam

Series 28

Date: 7/22/2003

Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm

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

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EPWP ADV PART 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	8,324
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.

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Advisor Monitoring

Firm Stability Insights

Greg D. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg David Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOUNT YALE PORTFOLIO ADVISORS, LLC

MOUNT YALE SECURITIES, LLC

INVESTMENT CONSULTING GROUP LLC

MOUNT YALE ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

ELEVATION POINT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/19/1999

Series 63

Date: 2/25/1993

Series 2

Date: 8/5/1993

Series 3

Date: 1/22/1993

Series 30

Date: 4/5/2013

Series 28

Date: 7/22/2003

Current Firm

ELEVATION POINT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATION POINT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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