Michael B. Reynolds
Professional summary
Michael Bryan Reynolds, CFP®, who also goes by Michael Reynolds, is a registered financial advisor currently at ELEVATION FINANCIAL LLC located in Westfield, Indiana.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Bryan Reynolds's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
February 20, 2019 - Present
ELEVATION FINANCIAL LLC
July 17, 2024 - May 30, 2025
SMARTPATH ADVISORS
October 23, 2018 - February 20, 2019
PFS INVESTMENTS INC.
June 12, 2014 - February 20, 2019
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/11/2024)
(12/3/2021)
(1/9/2023)
(2/20/2019)
(2/28/2022)
(6/26/2025)
(7/3/2025)
(7/23/2019)
Exams
Current Firm
ELEVATION FINANCIAL LLC
CRD#: 300573 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 406 |
| AUM (Assets Under Management) | $ 19,015,000 |
Red Flags
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