BM
Brandon K. Marvel
ELEVATION POINT WEALTH PARTNERS
Indianapolis, IN 46240
Some features on this profile are disabled
CRD#: 7086440
BM
Brandon Keith MarvelELEVATION POINT WEALTH PARTNERS
Professional summary
Brandon Keith Marvel, who also goes by Brandon Marvel, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Indianapolis, Indiana.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brandon has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Always Fiduciary
Aliases
Brandon Marvel
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.
CURRENTLY WORK PART TIME WITH CALLAWAY GOLF COMPANY LOCATED IN CENTRAL INDIANA. MY TITLE IS A DEMO DAY REPRESENTATIVE AND I TRAVEL TO DEMO DAYS IN INDIANA TO SHOWCASE AND FIT CALLAWAY GOLF EQUIPMENT. I HAVE WORKED FOR THIS COMPANY SINCE 2013 AND HAVE HELD A FEW DIFFERENT TITLES. I HAVE SPENT TIME WORKING AT THE HEADQUARTERS IN CARLSBAD, CA AS A CUSTOMER SERVICE REPRENSENTATIVE (2015-2018) BUT MOVED BACK TO INDIANA IN 2018. THIS BUSINESS IS NOT INVESTMENT RELATED. DUE TO COVID, I HAVE NOT ASSISTED WITH ANY DEMOS SINCE 03/2020 BUT WHEN COVID WAS NOT GOING ON, I WORKED ROUGHLY 7-10 HOURS PER WEEK, OUTSIDE OF SECURITY TRADING HOURS (USUALLY ON WEEKENDS). CALLAWAY GOLF COMPANY PROVIDES GOLF EQUIPMENT TO CUSTOMERS WORLD-WIDE AND ARE LOCATED AT 2180 RUTHERFORD ROAD, CARLSBAD, CA 92008. THEY DO NOT HAVE AN OFFICIAL OFFICE HERE IN INDIANA AS I REPORT TO THE STATE SALES REP.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Keith Marvel'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
August 28, 2026 - Present
ELEVATION POINT WEALTH PARTNERS, LLC
Office #1: 450 East 96th Street, Suite 125, Indianapolis, IN 46240RIA
CRD#: 137068
Indianapolis, IN
Past
November 20, 2022 - January 27, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
INDIANAPOLIS, IN
Past
June 10, 2022 - January 27, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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 | 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(8/28/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/10/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
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)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
68
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,324 |
| 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.
