Andrew Kirchner has been Chief Compliance Officer of Elevation Wealth Partners since January 2022, is not listed as a control person, but directly owns under 5% of the firm.
Elevation Wealth Partners, LLC is a Walnut Creek, CA firm with $671M under management, 325 clients and 6 advisers across 3 offices, as of its August 2026 filing.
Andrew Kirchner’s longest registration is the current one, 5 years at Elevation Wealth Partners since 2021. Before joining Elevation Wealth Partners in 2021, Andrew Kirchner was registered through Assetmark, Inc. and FDX Advisors, Inc.
- – present · 5 yearsWalnut Creek, CA · Adviser representative · Firm CRD 123971
- Assetmark, Inc.– · under a yearConcord, CA · Adviser representative · Firm CRD 109018
- FDX Advisors, Inc.– · 3 yearsSacramento, CA · Adviser representative · Firm CRD 104601
- SCF Investment Advisors, Inc.– · under a yearFresno, CA · Adviser representative · Firm CRD 123608
Investment adviser representative registrations
Andrew Kirchner is registered as an investment adviser representative in California, since January 2021.
- CaliforniaSince 11 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 4 August 2014 |
| Series 66 | Uniform Combined State Law Examination | 20 May 2014 |
| Series 7 | General Securities Representative Examination | 2 April 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew Paul Kirchner
- CRD
- 6298081
- Firm
- Elevation Wealth Partners · CRD 123971
- Role
- Chief Compliance Officer
- Office
- 200 PRINGLE AVE, SUITE 400, Walnut Creek, CA 94596
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Kirchner work?
Andrew Kirchner has been Chief Compliance Officer of Elevation Wealth Partners, LLC since January 2022.
Is Andrew Kirchner a financial advisor?
Yes. Andrew Kirchner has a current investment-adviser registration in California, through Elevation Wealth Partners since January 2021.
How many years of experience does Andrew Kirchner have?
Andrew Kirchner has 9 years in the financial industry, since November 2016, across 4 adviser firms.
What exams has Andrew Kirchner passed?
Andrew Kirchner has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in April 2014. FINRA credited Andrew Kirchner with the SIE, which began in October 2018.
Where did Andrew Kirchner work before Elevation Wealth Partners?
Before Elevation Wealth Partners, Andrew Kirchner was registered through Assetmark, Inc., March 2019 to April 2019; FDX Advisors, Inc., December 2015 to January 2019; SCF Investment Advisors, Inc., May 2014 to April 2015.
Where is Andrew Kirchner based?
Andrew Kirchner’s registered office is in Walnut Creek, CA.
Is Andrew Kirchner registered with FINRA?
No. Andrew Kirchner has no current broker registration.
How can I verify Andrew Kirchner’s record?
Search CRD 6298081 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Kirchner’s full registration record.