CB
Chad R. Bester
ELEVATION POINT WEALTH PARTNERS
Minneapolis, MN 55437
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CRD#: 4565010
CB
Professional summary
Chad Ronald Bester, CFP®, who also goes by Chad Ronald Bester, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Minneapolis, Minnesota and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Chad has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chad Ronald Bester
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) 730 WASHINGTON LLC, DBA: Borough & Parlour. 5% OWNERSHIP OF RESTAURANT, INV RELATED, MINN MN, 2 HOURS PER MONTH, START 2013___ 2) PARLOUR ST PAUL, INV RELATED, ST PAUL, MN, 5.1% OWNER, START 12/20/2017, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: INVESTOR.___ 3) BESTER FAMILY FARM LLC, INV RELATED, PIERZ, MN, 100% OWNERSHIP, START 11/17/2017, 1 HOUR PER MONTH, ZERO DURING TRADING, LLC FOR FARMLAND RENTAL PROPERTY___ 4) 510 GROVELAND LLC; INV. RELATED; MINNEAPOLIS, MN; 10% OWNERSHIP; RESTAURANT/BAR P.S. STEAK; START 11/20/2018; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: INVESTOR.___ 5) HAMLINE UNIVERSITY; INVESTMENT RELATED; ST. PAUL,MN; VICE CHAIR OF INVESTMENT COMMITTEE; START 8/1/2020; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 2; ATTENDING MEETINGS TO DISCUSS INCORPORATING SOCIALLY RESPONSIBLE INVESTING INTO THE IPS, ASSET ALLOCATION, AND ENDOWMENT NEEDS.___ 6) RENTAL PROPERTY, INV RELATED, KEY COLONY BEACH, FL, 100% OWNERSHIP, START 2/1/2021, ZERO HOURS PER MONTH, ZERO DURING TRADING.___ 7) STEELE AND HOPS LLC. DBA: Steele and Hops. St. Anthony, MN. Start: 2021. Investor. https://steeleandhopsmn.com/. ___ 8) Shepherd of the Hills Church Gift Committee. Gift committee member. Start: 2018. Shoreview, MN. https://www.shepherdshoreview.org/. ___ 9) Southern Social Woodbury. Investor. Start: 09/2023. https://southernsocialmn.com/. ___ 10) Consano Biologics LLC. Start: 11/2023. Investor. Des Moines, IA. https://regenexx.com/. ___
CRS (Client Relationship Summary) - RIA
Click below to view Chad Ronald Bester'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®
CFP®
Start date: 2012
Experience
Current
June 25, 2021 - Present
ELEVATION POINT WEALTH PARTNERS, LLC
Office #1: 8000 Norman Center Drive Suite 630, Minneapolis, MN 55437RIA
CRD#: 137068
Minneapolis, MN
Current
June 16, 2023 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210RIA
BD
CRD#: 146344
Charlotte, NC
Past
January 3, 2011 - July 1, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MINNEAPOLIS, MN
Past
January 3, 2011 - July 1, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MINNEAPOLIS, MN
Past
July 25, 2003 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
MINNEAPOLIS, MN
Past
September 17, 2002 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Minnesota(6/25/2021)
RR
Minnesota(6/16/2023)
IAR
Texas(6/25/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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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Check for any disclosures as part of your thorough research when choosing an advisor.
