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KH

Kevin L. Howe

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
ST. PETERSBURG, FL 33702
Some features on this profile are disabled
CRD#: 7959059
KH

Professional summary

Kevin Lee Howe is a registered financial advisor currently at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT located in St. Petersburg, Florida.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kevin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Lee Howe'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

September 8, 2025 - Present

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

Office #1: 9400 4th Street N Suite 201, St. Petersburg, FL 33702
RIA
CRD#: 329079
ST. PETERSBURG, FL
Past

May 23, 2025 - August 7, 2025

LPL ENTERPRISE, LLC

BD
CRD#: 8733
TAMPA, FL

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
Florida
(9/8/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/22/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/23/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/22/2025
Securities Industry Essentials Examination

Current Firm

EF
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT | ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC

CRD#: 329079 / SEC#: 801-135497

Alabama
Registered Investment Advisory firm - (1/26/2026 Approved)
California
Registered Investment Advisory firm - (1/15/2026 Approved)
Florida
Registered Investment Advisory firm - (8/29/2024 Approved)
Georgia
Registered Investment Advisory firm - (1/23/2025 Approved)
Louisiana
Registered Investment Advisory firm - (10/23/2024 Approved)
Maryland
Registered Investment Advisory firm - (2/3/2025 Terminated)
North Carolina
Registered Investment Advisory firm - (10/21/2024 Approved)
Pennsylvania
Registered Investment Advisory firm - (6/3/2025 Approved)
South Carolina
Registered Investment Advisory firm - (5/16/2025 Approved)
Tennessee
Registered Investment Advisory firm - (12/16/2024 Approved)
Texas
Registered Investment Advisory firm - (1/30/2025 Approved)
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Contact information

Main Address
9400 4th Street N Suite 201, St. Petersburg, FL 33702
Mailing Address
Phone number
(727) 478-8886
Established
Firm type
Fiscal year end
# of Employees
38

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ELEVATE ANNUAL AMENDED PART 2A BROCHURE (2/2/2026)

Regulatory assets under management

Total Number of Accounts630
AUM (Assets Under Management)$ 107,110,000

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

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

CRD#: 329079St. Petersburg, FL 33702

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