Founder
Current
Jan 2022 - Present
AeroLeads people directory · profile
Trevor S. Graham, Cpfa Email & Phone Number
Founder
at
Elevation Wealth Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Who is Trevor S. Graham, Cpfa? Overview
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Quick answer
Trevor S. Graham, Cpfa is listed as Founder at Elevation Wealth Management, based in Leawood, Kansas, United States. AeroLeads shows a matched LinkedIn profile for Trevor S. Graham, Cpfa.
Trevor S. Graham, Cpfa previously worked as Financial Advisor at Lpl Financial and Financial Advisor at Northwestern Mutual. Trevor S. Graham, Cpfa holds Bachelor Of Science & Business Administration, Finance And Financial Management Services from University Of Central Missouri.
Company email context
Email format at Elevation Wealth Management
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Elevation Wealth Management
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Profile bio
About Trevor S. Graham, Cpfa
Founder of Elevation Wealth Management. Husband, Father, Dog Dad.Helping my clients Build Wealth & Plan for Retirement. My business is built around everything that I have learned (& value) in Investing/finance & truly caring about my client's financial wellbeing. Always open to networking, and learning.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Current workplace
Trevor S. Graham, Cpfa's current company
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3 roles
Trevor S. Graham, Cpfa work experience
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Financial Advisor
∙Wealth Management∙Retirement Planning∙Investment & Asset Management∙IRA/Roth IRA Planning∙SEP/SIMPLE/401k Planning∙401k Transition Assistance∙QDRO Settlements ∙Non-Qualified Accounts∙Trust Accounts∙Sustainable Investing∙Major Purchase Planning (House, Wedding, Education)∙Cash Management∙Insurance Planning
Financial Advisor
May 2013 - Mar 2019
1 education record
Trevor S. Graham, Cpfa education
-
University Of Central Missouri
FAQ
Frequently asked questions about Trevor S. Graham, Cpfa
Quick answers generated from the profile data available on this page.
What company does Trevor S. Graham, Cpfa work for?
Trevor S. Graham, Cpfa works for Elevation Wealth Management.
What is Trevor S. Graham, Cpfa's role at Elevation Wealth Management?
Trevor S. Graham, Cpfa is listed as Founder at Elevation Wealth Management.
Where is Trevor S. Graham, Cpfa based?
Trevor S. Graham, Cpfa is based in Leawood, Kansas, United States while working with Elevation Wealth Management.
What companies has Trevor S. Graham, Cpfa worked for?
Trevor S. Graham, Cpfa has worked for Elevation Wealth Management, Lpl Financial, and Northwestern Mutual.
How can I contact Trevor S. Graham, Cpfa?
You can use AeroLeads to view verified contact signals for Trevor S. Graham, Cpfa at Elevation Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Trevor S. Graham, Cpfa attend?
Trevor S. Graham, Cpfa holds Bachelor Of Science & Business Administration, Finance And Financial Management Services from University Of Central Missouri.
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