Allen L. Weaver

ELEVATION FINANCIAL PARTNERS

WESTERVILLE, OH 43081

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CRD#: 5867611

Professional summary

Allen Lee Weaver, CFP® is a registered financial advisor currently at ELEVATION FINANCIAL PARTNERS, LLC located in Westerville, Ohio.

Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Allen has worked at 2 firms and has passed the SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Allen Lee Weaver'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^®

Certified Financial Planner

Start date: 2020

Experience

Current

June 4, 2015 - Present

ELEVATION FINANCIAL PARTNERS, LLC

Office #1: 240 S State St, Westerville, OH 43081

RIA

CRD#: 120906

WESTERVILLE, OH

Past

December 10, 2010 - January 27, 2015

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

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

Ohio
(6/4/2015)

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

General Industry/Product Exam

SIE

Date: 1/27/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/9/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ELEVATION FINANCIAL PARTNERS, LLC

ELEVATION FINANCIAL PARTNERS, LLC | JOHN H. MCKEWEN III | J.H. MCKEWEN III & ASSOCIATES | J. H. MCKEWEN III & ASSOCIATES, LLC

CRD#: 120906 / SEC#: 801-64072

RIA

Registered Investment Advisory firm - (11/9/2006 Terminated)

Ohio

Registered Investment Advisory firm - (10/14/1999 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

240 S State St, Westerville, OH 43081

Mailing Address

Phone number

(614) 888-2222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	427
AUM (Assets Under Management)	$ 53,563,000

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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Allen L. Weaver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allen Lee Weaver's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVATION FINANCIAL PARTNERS, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

State Registrations and Notice Filings

Exams

SIE

Date: 1/27/2015

Series 6

Date: 12/9/2010

Current Firm

ELEVATION FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ELEVATION FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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