Troy A. Bystol

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CRD#: 4502626

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.

Troy Allen Bystol was a registered financial professional .

Troy is a previously registered financial professional and started their career in finance in 2002. Troy had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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)

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®

None

Experience

Past

April 15, 2025 - January 23, 2026

ELEVATED PRIVATE WEALTH

RIA

CRD#: 335270

MT. PLEASANT, SC

Past

April 19, 2022 - December 15, 2025

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Mt. Pleasant, SC

Past

March 8, 2021 - April 15, 2025

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

RIA

CRD#: 312022

VERONA, WI

Past

April 20, 2011 - March 9, 2021

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

MADISON, WI

Past

April 20, 2011 - March 9, 2021

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

MADISON, WI

Past

July 6, 2005 - April 20, 2011

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

MADISON, WI

Past

July 6, 2005 - April 20, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

MADISON, WI

Past

October 30, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

MADISON, WI

Past

October 30, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

April 5, 2002 - November 12, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

ELEVATED PRIVATE WEALTH

ELEVATED PRIVATE WEALTH | ELEVATED WEALTH, LLC | ELEVATED PRIVATE WEALTH, LLC

CRD#: 335270 / SEC#: 801-132241

RIA

Registered Investment Advisory firm - (3/28/2025 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

State Security Law Exam

IAR

Series 66

Date: 4/24/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/4/2002

General Securities Representative Examination

Current Firm

ELEVATED PRIVATE WEALTH

ELEVATED PRIVATE WEALTH | ELEVATED WEALTH, LLC | ELEVATED PRIVATE WEALTH, LLC

CRD#: 335270 / SEC#: 801-132241

RIA

Registered Investment Advisory firm - (3/28/2025 Approved)

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Contact information

Main Address

Hartland, WI

Mailing Address

Phone number

(715) 797-3358

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EPW ADV 2A (1/20/2026)

Regulatory assets under management

Total Number of Accounts	361
AUM (Assets Under Management)	$ 122,688,111

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

Troy A. Bystol

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ELEVATED PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 4/24/2002

SIE

Date: 10/1/2018

Series 7

Date: 4/4/2002

Current Firm

ELEVATED PRIVATE WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATED PRIVATE WEALTH

TRUST BUT VERIFY

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