PH
Paul A. Hack
ELEVATION POINT WEALTH PARTNERS | Financial Advisor
Farmington Hills, MI 48334
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CRD#: 232881
PH
Professional summary
Paul Agree Hack is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Farmington Hills, Michigan.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Paul has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, PC, Series 1, Series 9, Series 4, Series 10, Series 8 and Series 24 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.
(1) Name of Business: The steady climb LLC Address: 1116 Woburn Green, Bloomfield Hills, MI, 48302, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 01/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none
CRS (Client Relationship Summary) - RIA
Click below to view Paul Agree Hack's 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®
NoneExperience
Current
July 15, 2025 - Present
ELEVATION POINT WEALTH PARTNERS, LLC
Office #1: 31410 Northwestern Hwy, Suite G, Farmington Hills, MI 48334RIA
CRD#: 137068
Farmington Hills, MI
Past
March 20, 2007 - July 15, 2025
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
FARMINGTON HILLS, MI
Past
June 16, 1998 - July 15, 2025
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
FARMINGTON HILLS, MI
Past
May 11, 1998 - September 25, 1999
RONEY & CO.
BD
CRD#: 45091
DETROIT, MI
Past
January 19, 1970 - May 11, 1998
RONEY & CO. L.L.C.
BD
CRD#: 900
DETROIT, MI
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 | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | FORTAGE CAPITAL ADVISORS | 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
Michigan(7/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 8/22/1977
AMEX Put and Call ExamGeneral Industry/Product Exam
RR
Series 1
Date: 1/8/1970
Registered Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/8/1986
General Securities Sales Supervisor Examination (Options Module & General Module)Principal/Supervisory Exam
Current Firm
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | FORTAGE CAPITAL ADVISORS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC
CRD#: 137068 / SEC#: 801-65068
RIA
Registered Investment Advisory firm - (1/3/2006 Approved)Upgrade to AdvisorCheck Premium
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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
61
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,324 |
| AUM (Assets Under Management) | $ 2,434,909,737 |
Red Flags
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Company Information
ELEVATION POINT WEALTH PARTNERS, LLC
Financial AdvisorCRD#: 137068Farmington Hills, MI 48334TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
