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HM

Harrison T. Mcdougal

ELEVATION POINT WEALTH PARTNERS
Indianapolis, IN 46240
Some features on this profile are disabled
CRD#: 6827019
HM

Professional summary

Harrison Taylor Mcdougal, who also goes by Taylor Mcdougal, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Indianapolis, Indiana.

Harrison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Harrison has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Taylor Mcdougal

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 Harrison Taylor Mcdougal'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

January 23, 2026 - Present

ELEVATION POINT WEALTH PARTNERS, LLC

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

June 9, 2020 - January 27, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
INDIANAPOLIS, IN
Past

June 9, 2020 - January 27, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
INDIANAPOLIS, IN
Past

January 7, 2019 - June 8, 2020

TLG ADVISORS, INC.

RIA
CRD#: 111052
Indianapolis, IN
Past

January 2, 2019 - June 8, 2020

THE LEADERS GROUP, INC.

BD
CRD#: 37157
Indianapolis, IN
Past

January 2, 2018 - December 31, 2018

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
INDIANAPOLIS, IN
Past

October 13, 2017 - December 31, 2018

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
INDIANAPOLIS, IN
Past

August 16, 2017 - October 17, 2017

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
KOKOMO, 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 | 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
(1/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/29/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/6/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/26/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/16/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | 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)
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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
68

SEC notice filing (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EPWP ADV PART 2A (2/11/2026)

Regulatory assets under management

Total Number of Accounts8,324
AUM (Assets Under Management)$ 2,434,909,737

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

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