DEVIN W. HANSON
ELEVATION WEALTH PARTNERS | Financial Advisor
WALNUT CREEK, CA 94596
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CRD#: 6453004
Professional summary
DEVIN WRAY HANSON, CFP®, who also goes by Devin Wray Buffington, is a registered financial advisor currently at ELEVATION WEALTH PARTNERS, LLC located in Walnut Creek, California.
DEVIN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. DEVIN has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Since entering the financial sector in 2015, Devin’s career path has excelled, first as an Operations Associate, then as a Wealth Advisor, and ultimately as Financial Advisor, which is the position she currently holds with Wealth Enhancement Group (California Insurance License #0K96003). Devin believes in taking a holistic approach to financial planning. She enjoys making financial plans that help people reach their goals and understand the process along the way.
Outside of the office, Devin is involved with multiple community service organizations. She lives in Napa, CA with her husband and their four children. She enjoys family vacations, going to the beach, hiking, visiting the beautiful wineries in the region, soccer, and watching her kids play sports.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Education Planning
Divorce Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Devin Wray Buffington
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.
1. 05/12/2022 - Wealth Enhancement Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/25/2022 - 40 Hours Per Month/30 Hours During Securities Trading. 2. 05/12/2022 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/25/2022 - 40 Hours Per Month/30 Hours During Securities Trading. 3. 05/20/2022 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 04/25/2022 - 40 Hours Per Month/ 30 Hours During Securities Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 05/2022. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view DEVIN WRAY HANSON'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®
Start date: 2019
Experience
Current
March 5, 2025 - Present
ELEVATION WEALTH PARTNERS, LLC
Office #1: 200 Pringle Avenue Suite 400, Walnut Creek, CA 94596RIA
CRD#: 123971
WALNUT CREEK, CA
Past
April 28, 2022 - February 28, 2025
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
BD
CRD#: 130139
PLYMOUTH, MN
Past
April 25, 2022 - February 28, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RIA
CRD#: 116407
ST HELENA, CA
Past
May 17, 2016 - April 11, 2022
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
RIA
CRD#: 151298
NAPA, CA
Past
March 11, 2016 - March 13, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
ST HELENA, CA
Past
July 22, 2015 - July 23, 2015
WADDELL & REED
BD
CRD#: 866
NAPA, 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(3/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Financial AdvisorCRD#: 123971Walnut Creek, CA 94596TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
