AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
HH

Holly Hynes

ELEVATION POINT WEALTH PARTNERS
Indianapolis, IN 46240
Some features on this profile are disabled
CRD#: 6426216
HH
Holly HynesELEVATION POINT WEALTH PARTNERS

Professional summary

Holly Hynes, who also goes by Holly Werner, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Indianapolis, Indiana.

Holly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Holly has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Holly Werner

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 Holly Hynes's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 9, 2026 - Present

ELEVATION POINT WEALTH PARTNERS, LLC

Office #1: 450 East 96th Street, Suite 125, Indianapolis, IN 46240
RIA
CRD#: 137068
Indianapolis, IN
Past

February 18, 2022 - January 28, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JASPER, IN
Past

October 5, 2021 - January 28, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JASPER, IN
Past

January 16, 2019 - September 17, 2020

TLG ADVISORS, INC.

RIA
CRD#: 111052
Indianapolis, IN
Past

June 15, 2016 - December 31, 2018

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
INDIANAPOLIS, IN

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 | 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 - (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.

Highlighted states indicate IAR registrations

IAR
Indiana
(9/9/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 3/25/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 6/14/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 2/18/2022
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 6/18/2021
Securities Industry Essentials Examination

Current Firm

EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | 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 - (1/3/2006 Approved)
Loading...

Contact information

Main Address
1580 Lincoln Street Suite 680, Denver, CO 80203
Mailing Address
Phone number
(303) 382-2880
Established
Firm type
Fiscal year end
# of Employees
91

SEC notice filing (48 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 Accounts19,386
AUM (Assets Under Management)$ 8,290,502,368

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.

Company Information

ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068Indianapolis, IN 46240

TRUST BUT VERIFY

Monitor Holly Hynes

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Christopher Cooke
John CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Brian Forrest Cooke
Brian CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Eric Jesse Wasson
Eric WassonAdvisorCheck Check Mark
EDELMAN FINANCIAL ENGINES
IAR
INDIANAPOLIS, IN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.