TM
CFP
TM
CFP

Tyler James Moison

5 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

5200 W 94th Terrace Suite 208, Prairie Villiage, KS, 66207

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tyler is licensed to sell insurance, dedicating about 10-20% of his time to this activity. This is considered a non-investment related outside business activity.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
April 2020 - Present · 5 yrs 10 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.