Andrew P. Kirchner
ELEVATION WEALTH PARTNERS | Client Service & Portfolio Manager
WALNUT CREEK, CA 94596
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CRD#: 6298081
Professional summary
Andrew Paul Kirchner is a registered financial advisor currently at ELEVATION WEALTH PARTNERS, LLC located in Walnut Creek, California.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Biography
Andrew joined Elevation Wealth Partners in 2020 with more than six years of investment and financial services experience. After serving in the Marine Corps for eight years, he began his career as an analyst for a boutique investment advisor in Maryland. He later moved to California where he worked for a regional broker dealer serving financial advisors. Andrew then became an overlay manager at Envestnet – a leading fintech company that has more than $3.5 trillion on its investment platforms. At Envestnet, Andrew was responsible for trading and rebalancing investment accounts totaling more than $2.5 billion.
Andrew earned a B.S. from the University of Maryland, Global Campus, a B.S. from Salisbury University, and an MBA from the University of Maryland, College Park. He has also passed Levels I and II of the CFA® Program and is currently working towards completing Level III.
Andrew lives in Benicia and has two children. He is an avid runner and enjoys scuba diving. In 2020, Andrew was sworn in as a volunteer diver with the Solano County Sheriff’s Office.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Paul Kirchner'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®
NoneEducation
University of Maryland, Global Campus
BS - Information Systems Management
Salisbury University
BS - Finance
University of Maryland, College Park
Experience
Current
January 11, 2021 - Present
ELEVATION WEALTH PARTNERS, LLC
Office #1: 200 Pringle Ave Suite 400, Walnut Creek, CA 94596RIA
CRD#: 123971
WALNUT CREEK, CA
Past
March 21, 2019 - April 12, 2019
ASSETMARK, INC.
RIA
CRD#: 109018
CONCORD, CA
Past
December 4, 2015 - January 25, 2019
FDX ADVISORS, INC.
RIA
CRD#: 104601
SACRAMENTO, CA
Past
May 21, 2014 - April 30, 2015
SCF INVESTMENT ADVISORS, INC.
RIA
CRD#: 123608
FRESNO, CA
Past
April 2, 2014 - April 30, 2015
SCF SECURITIES, INC.
BD
CRD#: 47275
FRESNO, CA
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 PARTNERS, LLC
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
CRD#: 123971 / SEC#: 801-81152
RIA
Registered Investment Advisory firm - (3/17/2015 Approved)California
Registered Investment Advisory firm - (4/17/2015 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
California(1/11/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
EW
ELEVATION WEALTH PARTNERS, LLC
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
CRD#: 123971 / SEC#: 801-81152
RIA
Registered Investment Advisory firm - (3/17/2015 Approved)California
Registered Investment Advisory firm - (4/17/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Pringle Avenue Suite 400, Walnut Creek, CA 94596
Mailing Address
Phone number
(707) 524-6131
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 933 |
| AUM (Assets Under Management) | $ 582,090,191 |
Red Flags
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Company Information
ELEVATION WEALTH PARTNERS, LLC
Client Service & Portfolio ManagerCRD#: 123971Walnut Creek, CA 94596TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
