Steven B. Powers

ELEVATION POINT WEALTH PARTNERS

Plymouth, MN 55441

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CRD#: 4377497

Professional summary

Steven Bernard Powers, who also goes by Steven B. Powers, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Plymouth, Minnesota.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Steven has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven B. Powers

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.

Legacy Investments & Insurance Services Inc. - Investment related -605 HWY 169 N, Suite 200 Plymouth MN 55441 - Fixed insurance and Investments - Owner - 2 hr/week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Bernard Powers'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

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 9, 2024 - December 23, 2024

INNOVATION PARTNERS LLC

CRD#: 146344

CHARLOTTE, NC

Past

February 15, 2018 - January 9, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

PLYMOUTH, MN

Past

February 15, 2018 - January 9, 2024

LPL FINANCIAL LLC

CRD#: 6413

PLYMOUTH, MN

Past

November 7, 2012 - February 16, 2018

HARBOUR INVESTMENTS, INC.

RIA

CRD#: 19258

Plymouth, MN

Past

April 8, 2004 - February 16, 2018

HARBOUR INVESTMENTS, INC.

CRD#: 19258

Plymouth, MN

Past

May 30, 2001 - April 12, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

Minnesota
(1/10/2024)

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 66

Date: 12/1/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/1/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/29/2001

General Securities 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

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Steven B. Powers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Bernard Powers's CRS (Customer Relationship Summary).

Certified licenses

Experience

INNOVATION PARTNERS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

HARBOUR INVESTMENTS, INC.

HARBOUR INVESTMENTS, INC.

EDWARD JONES

Primary Firm SEC Registration

ELEVATION POINT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2004

Series 63

Date: 6/1/2001

SIE

Date: 10/1/2018

Series 7

Date: 5/29/2001

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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