Todd L. Drangstveit

ELEVATED PRIVATE WEALTH

BROOKFIELD, WI

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CRD#: 7328689

Professional summary

Todd Larry Drangstveit, who also goes by Todd Larry Drangsveit, is a registered financial advisor currently at ELEVATED PRIVATE WEALTH located in Brookfield, Wisconsin.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Todd has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd Larry Drangsveit

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.

PURPOSE PORTFOLIO MANAGEMENT, LLC; NOT INVESTMENT-RELATED; BROOKFIELD, WI; OWNER; START 4/2022; APPROXIMATELY 0 HRS/MO DURING TRADING HOURS; SALARY PAID THROUGH LLC. AUGUSTINER ACRES, LLC; NOT INVESTMENT-RELATED; WI; OWNER; START DATE: 1/2023; APPROXIMATELY 0 HRS/MO DURING TRADING HOURS; OWNS FARM LAND KARSTEN WEALTH, LLC; NOT INVESTMENT RELATED; BROOKFIELD, WI; OWNER; START DATE: 4/2022; APPROXIMATELY <1HRS/MO TOTAL AND DURING TRADING HOURS; COMPENSATED THROUGH LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Larry Drangstveit'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

April 15, 2025 - Present

ELEVATED PRIVATE WEALTH

RIA

CRD#: 335270

BROOKFIELD, WI

Past

January 12, 2021 - April 15, 2025

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

RIA

CRD#: 312022

BROOKFIELD, WI

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".

ELEVATED PRIVATE WEALTH

ELEVATED PRIVATE WEALTH | ELEVATED WEALTH, LLC

CRD#: 335270 / SEC#: 801-132241

RIA

Registered Investment Advisory firm - (3/28/2025 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

Wisconsin
(4/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/7/2020

Uniform Investment Adviser Law Examination

Current Firm

ELEVATED PRIVATE WEALTH

ELEVATED PRIVATE WEALTH | ELEVATED WEALTH, LLC

CRD#: 335270 / SEC#: 801-132241

RIA

Registered Investment Advisory firm - (3/28/2025 Approved)

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Contact information

Main Address

Brookfield, WI

Mailing Address

Phone number

(715) 797-3358

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EPW ADV 2A (7/21/2025)

Regulatory assets under management

Total Number of Accounts	323
AUM (Assets Under Management)	$ 108,558,811

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.

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Todd L. Drangstveit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Larry Drangstveit's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVATED PRIVATE WEALTH

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

ELEVATED PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/2020

Current Firm

ELEVATED PRIVATE WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATED PRIVATE WEALTH

TRUST BUT VERIFY

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