BR
Benjamin L. Robinson
ELEVATION POINT WEALTH PARTNERS
Lafayette, LA 70508
Some features on this profile are disabled
CRD#: 4263562
BR
Professional summary
Benjamin Latroy Robinson is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Lafayette, Louisiana.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Benjamin has worked at 8 firms and has passed the SIE and Series 7 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. Sale of non-variable insurance products (fixed life, fixed annuities, health). Investment-related: Yes. Position: Agent. Start Date: 07/2025. Address: 2000 Kaliste Saloom Road, Suite 100, Lafayette, LA 70508. Time: Approx. 1 hour per month, with 1 hour during securities trading hours. 2. Board Member for the Acadiana Community Tennis Association. Investment-related: No. Address: 120 Kings Cove Cir, Lafayette, LA 70508. Nature: 501(c)(3) non-profit organization. Time: Approx. 1-2 hours per month, all outside of securities trading hours. This is an uncompensated volunteer role with advisory duties.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Latroy Robinson'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 28, 2025 - Present
ELEVATION POINT WEALTH PARTNERS, LLC
Office #1: 2000 Kaliste Saloom Road Suite 100, Lafayette, LA 70508RIA
CRD#: 137068
Lafayette, LA
Past
June 19, 2018 - July 24, 2025
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
Opelousas, LA
Past
March 23, 2011 - June 28, 2018
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
Lafayette, LA
Past
May 27, 2010 - June 28, 2018
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
Lafayette, LA
Past
August 28, 2009 - March 3, 2010
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
LAFAYETTE, LA
Past
January 10, 2008 - August 12, 2009
LPL FINANCIAL LLC
RIA
CRD#: 6413
LAFAYETTE, LA
Past
January 9, 2008 - August 12, 2009
LPL FINANCIAL LLC
BD
CRD#: 6413
LAFAYETTE, LA
Past
July 18, 2001 - January 11, 2008
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
LAFAYETTE, LA
Past
October 13, 2000 - June 28, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 13, 2000 - June 28, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, 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 | 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
Louisiana(7/28/2025)
Exams
General Industry/Product Exam
General Industry/Product 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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#: 137068Lafayette, LA 70508TRUST BUT VERIFY
Monitor Benjamin Robinson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
