TM
Tyler J. Moison
ELEVATED CAPITAL ADVISORS
Prairie Villiage, KS 66207
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CRD#: 6950430
TM
Professional summary
Tyler James Moison is a registered financial advisor currently at ELEVATED CAPITAL ADVISORS, LLC located in Prairie Villiage, Kansas.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Tyler has worked at 1 firm and has passed the Series 65 exam.
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.
Insurance sales. Non-Investment related. 5200 W 94th Terrace Suite 208, Prairie Villiage, KS 66207.
Aside from my duties as an IAR I am also licensed to sell insurance. In this role I devote 10-20 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler James Moison'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®
NoneExperience
Current
April 17, 2020 - Present
ELEVATED CAPITAL ADVISORS, LLC
Office #1: 5200 W 94th Terrace Suite 208, Prairie Villiage, KS 66207RIA
CRD#: 226721
Prairie Villiage, KS
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".
EC
ELEVATED CAPITAL ADVISORS, LLC
ELEVATED CAPITAL ADVISORS, LLC
CRD#: 226721 / SEC#: 801-110864
RIA
Registered Investment Advisory firm - (7/21/2017 Approved)Kansas
Registered Investment Advisory firm - (12/9/2019 Terminated)Missouri
Registered Investment Advisory firm - (12/9/2019 Terminated)Utah
Registered Investment Advisory firm - (12/9/2019 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
Kansas(4/17/2020)
Current Firm
EC
ELEVATED CAPITAL ADVISORS, LLC
ELEVATED CAPITAL ADVISORS, LLC
CRD#: 226721 / SEC#: 801-110864
RIA
Registered Investment Advisory firm - (7/21/2017 Approved)Kansas
Registered Investment Advisory firm - (12/9/2019 Terminated)Missouri
Registered Investment Advisory firm - (12/9/2019 Terminated)Utah
Registered Investment Advisory firm - (12/9/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11925 South 700 East, Draper, UT 84020
Mailing Address
Phone number
(385) 237-3338
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,403 |
| AUM (Assets Under Management) | $ 433,034,784 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ELEVATED CAPITAL ADVISORS, LLC
CRD#: 226721Prairie Villiage, KS 66207TRUST BUT VERIFY
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