Nathan Lundquist
Elevated Asset Management · Jackson, Wyoming
Nathan Lundquist is a fee-only financial advisor at Elevated Asset Management in Jackson, Wyoming, who holds the CFP credential. Elevated Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Elevated Asset Management |
|---|---|
| Based in | Jackson, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $39.5M across 121 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, ID, MN, TX, WY · CRD 2973417 |
| Exams passed | Series 63 (1997) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
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Questions about Nathan
Is Nathan Lundquist a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Elevated Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathan charge for financial advice?
Nathan's firm, Elevated Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nathan Lundquist based?
Nathan Lundquist is based in Jackson, Wyoming.
What credentials does Nathan Lundquist hold?
Nathan Lundquist holds the CFP credential.
Is Nathan Lundquist registered with the SEC?
Yes. Nathan Lundquist is registered as an investment adviser representative in CO, ID, MN, TX and WY (CRD 2973417), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Elevated Asset Management manage?
Elevated Asset Management reports $39.5M across 121 accounts in assets under management.
How do I contact Nathan Lundquist?
Contact details aren't on file yet. Search for Elevated Asset Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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