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William T Turner

William T Turner

CFP®
Wealth Management Advisor·ELEVATION POINT WEALTH PARTNERS
Indianapolis, IN
·CRD# 5173020·20 years experience

Professional Summary

William T Turner, CFP® is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Indianapolis, Indiana. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. William has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

$100K–$250K

Account Minimum

100–250

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Estate & Legacy Planning
  • Risk Management & Insurance
  • Financial Planning
  • Retirement Planning

Specializations

Equity Compensation

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2012

Years of Experience

20 years in the financial services industry

Current & Past Employments

ELEVATION POINT WEALTH PARTNERS, LLC·CRD# 137068
RIA
450 East 96th Street, Suite 125, Indianapolis, IN 46240
January 23, 2026 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Indianapolis, IN
October 3, 2006 - January 27, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Indianapolis, IN
September 12, 2006 - January 27, 2026

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Current Firm

EP
ELEVATION POINT WEALTH PARTNERS, LLC

BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRUING CAPITAL ADVISORS | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | TRADEWINDS WEALTH PARTNERS | SUPERIORWEALTH PARTNERS, LLC | SAGEPOINT CAPITAL PARTNERS | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | HARBOR VIEW PRIVATE WEALTH | HAMPTON BLUFF CAPITAL PARTNERS | FORTAGE CAPITAL ADVISORS | FORTA WEALTH PARTNERS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068
RIA
Registered Investment Advisory firm - SEC (1/3/2006 Approved)

Contact Information

Main Address

1580 Lincoln Street Suite 680, Denver, CO 80203

Phone Number

(303) 382-2880

# of Employees

91

SEC notice filing (48 States and Territories)

Registered to provide investment advisory services in 48 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

430661 (7/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

19,386

AUM (Assets Under Management)

$8,290,502,368

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Name of OBA: TTG Properties, LLC Address: Carmel, IN Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 7/1/2014No Hours: 4 Monthly No Hours during trading: 0 Duties: Myself plus one friend (not a client) acquire and manage rental properties. Our goal is to gradually increase ownedproperties and increase long term cash flow. Entity Type: For Profit Name of OBA: WE Rides LLCAddress: Carmel, IN 46032Investment Related: NoPosition, Title, Association:General Partner/Managing Member,OwnerEmployee Start Date: 1/31/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0Duties: Company's purpose is topurchase a sprinter van used to transport passengers. My responsibilities will be managing the LLC registrations and filings. Entity Type: Entity For Profit Name of OBA: WaiCleaning Solutions LLC, Address: carmel, Indiana, 46032, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date:04/16/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Window and exterior home cleaning. My responsibilities will be mainly oversight and guidance ofmy operating partner, Carlos. I will have very little, if any, daily responsibilities but will have access to financials and bank account.

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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 | TRUING CAPITAL ADVISORS | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | TRADEWINDS WEALTH PARTNERS | SUPERIORWEALTH PARTNERS, LLC | SAGEPOINT CAPITAL PARTNERS | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | HARBOR VIEW PRIVATE WEALTH | HAMPTON BLUFF CAPITAL PARTNERS | FORTAGE CAPITAL ADVISORS | FORTA WEALTH PARTNERS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Indiana
(1/23/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2006About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view William T Turner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by William

  • Estate & Legacy Planning
  • Risk Management & Insurance
  • Financial Planning
  • Retirement Planning

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William T Turner
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