Advisor at Elevation Advisory 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 Advisory Partners LLC
Location
Leawood, KS 66211
Credentials
Series 63, Series 65
Industry experience
27 years
John Harrison is a financial advisor with Elevation Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Silver Oak Securities, Cetera Advisor Networks, and Summit Financial Group. He owns a financial planning firm and a financial holding company. Elevation Advisory Partners serves individuals, high-net-worth families, estates, trusts, partnerships, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs both fundamental and technical analysis across various asset classes and incorporates third-party manager oversight and technology platforms in its investment approach.
Based on Elevation Advisory Partners LLC
Based on Elevation Advisory Partners LLC
Financial planning and consulting fixed fee between $500 and $5,000
Fee-only: Financial planning and consulting services fixed fee ranging from $500 to $5,000 depending on scope and complexity
11111 Nall Ave, Ste 202
Leawood, KS 66211
Florida · Kansas
Silver Oak Securities, Inc.
2022 - Present (4 years)
Elevation Advisory Partners
2021 - Present (5 years)
Harrison Lynch Partners
2021 - 2021 (1 year)
Hcm Holdings
2020 - Present (6 years)
Cetera Advisor Networks LLC
2019 - 2022 (3 years)
Summit Financial Group Inc
2009 - 2021 (12 years)
SUmmit Brokerage Services Inc
2009 - 2019 (10 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
CFP®, Series 66
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CFP®, Series 63, Series 65
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Series 63, Series 65
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Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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