Darin J. Beckering
ELEVATION WEALTH MANAGEMENT
Eden Prairie, MN
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CRD#: 4666158
Professional summary
Darin Jay Beckering, CFP®, who also goes by Darin J Beckering, is a registered financial advisor currently at ELEVATION WEALTH MANAGEMENT located in Eden Prairie, Minnesota.
Darin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Darin has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Darin J Beckering
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) HALO INVESTING INSURANCE SERVICES, LLC, POSITION: INSURANCE PRODUCER, NON-INVESTMENT RELATED: NO NUMBER OF HOURS: 5/WK: 5 HOURS DURING TRADING HOURS; START DATE: 02/2025; INSURANCE SALES; ADDRESS: 130 S Jefferson St, Chicago, IL 60661; DESCRIPTION: Insurance Sales 2) PLATINUM SIX, LLC; INVESTMENT RELATED; 15593 MICHELE LANE, EDEN PRAIRIE, MN 55346; REAL ESTATE MANAGEMENT and Investments 04/14/2014; 1 HOUR/MONTH; 0 HOURS DURING TRADING HOURS; Indirect ownership (spousal owned company) leads to TAX,FINANCIAL, AND NEGOTIATIONS CONSULTING; 3) AVAIL ACADEMY, NON-INVESTMENT RELATED, 4015 ENGLEWOOD AVENUE S, EDINA, MN 55416, NATURE:, NON-PROFIT BOARD MEMBER 4) ALPHASIGHTS, Position: Consulting Firm (Non-Investment Related) Number of Hours: 1 hour per month, Start Date: 12/2021, Description: Periodically reach out to conduct a survey with me and they offer payment for insights. 5)TEGUS INC, Position: Consultant (Non-Investment Related), Number of Hours: 1 hour per month, Start Date: 02/2023, Description: Periodically reach out to conduct a survey with me and they offer payment for insights. 6) DIALECTICA, Position: Consultant (Non-Investment Related), Number of Hours: 1 hour per month, Start Date: 02/2025, Description: Periodically reach out to conduct a survey with me and they offer payment for insights. 7) GUIDEPOINT, Position: Consultant (Non-Investment Related), Number of Hours: 1 hour per month, Start Date: 02/2025, Description: Periodically reach out to conduct a survey with me and they offer payment for insights. 8) PROSAPIENT, Position: Consultant (Non-Investment Related), Number of Hours: 1 hour per month, Start Date: 02/2025, Description: Periodically reach out to conduct a survey with me and they offer payment for insights.
CRS (Client Relationship Summary) - RIA
Click below to view Darin Jay Beckering'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: 2015
Experience
Current
September 13, 2021 - Present
ELEVATION WEALTH MANAGEMENT
RIA
CRD#: 314604
Eden Prairie, MN
Past
January 28, 2021 - December 13, 2021
BELPOINTE ASSET MANAGEMENT LLC
RIA
CRD#: 143440
Eden Prairie, MN
Past
May 5, 2010 - September 30, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
EDINA, MN
Past
May 3, 2010 - September 30, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
EDINA, MN
Past
April 16, 2010 - September 30, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
EDINA, MN
Past
June 10, 2008 - April 9, 2010
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
ST. PAUL, MN
Past
November 9, 2004 - April 9, 2010
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
ST. PAUL, MN
Past
May 6, 2004 - August 16, 2004
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
SIOUX FALLS, SD
Past
April 30, 2004 - August 16, 2004
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
July 15, 2003 - May 3, 2004
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
SIOUX FALLS, SD
Past
June 24, 2003 - May 3, 2004
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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".
EW
ELEVATION WEALTH MANAGEMENT
ELEVATION WEALTH MANAGEMENT | ELEVATION WEALTH MANAGEMENT, LLC
CRD#: 314604 / SEC#: 801-129736
RIA
Registered Investment Advisory firm - (3/22/2024 Approved)Minnesota
Registered Investment Advisory firm - (10/18/2024 Terminated)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(9/13/2021)
IAR
Nebraska(3/31/2025)
IAR
Texas(3/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/14/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
EW
ELEVATION WEALTH MANAGEMENT
ELEVATION WEALTH MANAGEMENT | ELEVATION WEALTH MANAGEMENT, LLC
CRD#: 314604 / SEC#: 801-129736
RIA
Registered Investment Advisory firm - (3/22/2024 Approved)Minnesota
Registered Investment Advisory firm - (10/18/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Eden Prairie, MN
Mailing Address
Phone number
(952) 905-3042
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 511 |
| AUM (Assets Under Management) | $ 175,426,647 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
