Advisor at Elevation Point Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Elevation Point Wealth Partners, LLC
Location
Lafayette, LA 70508
Credentials
CFP®, Series 66
Industry experience
4 years
Hunter Bertrand is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Elevation Point Wealth Partners, LLC and previously worked at UBS Financial Services Inc. for six years. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across various risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.
Based on Elevation Point Wealth Partners, LLC
Based on Elevation Point Wealth Partners, LLC
Based on Elevation Point Wealth Partners, LLC
$500 to over $100,000 on a project basis
$65-$500 per hour
Account minimum: $100,000
2000 Kaliste Saloom Road, Suite 100
Lafayette, LA 70508
Louisiana
Elevation Point Wealth Partners, LLC
2025 - Present (1 year)
University of Louisiana at Lafayette
2019 - 2022 (3 years)
UBS Financial Services
2019 - 2025 (6 years)
Louisiana State University of Alexandria
2018 - 2019 (1 year)
Saint Thomas More Catholic High School
2016 - 2018 (2 years)
Mount Carmel Elementary School
2010 - 2016 (6 years)
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Is active or affiliated with:
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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