Kelly B. Berenbaum

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CRD#: 2499748

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kelly Blue Berenbaum, CFP®, who also goes by Kelly Kristine Barenbaum, Kelly Kristine Blue, Kelly Blue, Kelly Kristine Berenbaum, was a registered financial professional .

Kelly is a previously registered financial professional and started their career in finance in 1994. Kelly had worked at 8 firms and has passed the SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Inheritance

Retirement Planning

Business Succession Planning

Do you have an area of expertise or specialization?

AUM

Business Owners

Entrepreneurs

Fixed Fee (Subscription, Retai...

Generation X

Investment Advice with Ongoing...

Are you a "fiduciary"?

Aliases

Kelly Kristine Barenbaum | Kelly Kristine Blue | Kelly Blue | Kelly Kristine Berenbaum

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2015

Experience

Past

September 20, 2024 - January 30, 2025

ELEVATION POINT WEALTH PARTNERS, LLC

RIA

CRD#: 137068

Winter Park, FL

Past

August 16, 2021 - September 9, 2024

BLUE TREE FINANCIAL

RIA

CRD#: 315622

WINTER PARK, FL

Past

December 7, 2020 - June 28, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Winter Park, FL

Past

December 3, 2020 - June 28, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Winter Park, FL

Past

October 3, 2019 - November 13, 2020

DYNASTY SECURITIES, LLC

CRD#: 159076

Saint Petersburg, FL

Past

June 29, 2018 - June 26, 2019

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

October 12, 1998 - June 26, 2019

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

September 10, 1994 - September 21, 1998

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

Past

June 20, 1994 - June 21, 1994

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, 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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

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

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/27/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/10/1994

Investment Company Products/Variable Contracts Representative 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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Kelly B. Berenbaum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BLUE TREE FINANCIAL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

DYNASTY SECURITIES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ELEVATION POINT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 7

Date: 12/27/2000

Series 6

Date: 6/10/1994

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

Contact information

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