Benjamin Shinners has been an investment adviser representative at Elevate Financial Planning and Wealth Management since September 2025, and is not listed among the firm’s executive officers or direct owners.
Elevate Financial Planning and Wealth Management LLC is a St. Petersburg, FL firm with $107M under management, 457 clients and 36 advisers across 2 offices, as of its June 2026 filing.
- – present · 1 yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Benjamin Shinners is registered as an investment adviser representative in 3 states. The first approvals date from September 2025; the most recent is Louisiana, in January 2026.
- FloridaSince 10 September 2025
- LouisianaSince 16 January 2026
- PennsylvaniaSince 8 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 2025 |
| SIE | Securities Industry Essentials Examination | 2 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8158204
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 9400 4TH STREET N, SUITE 201, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Benjamin Shinners work?
Benjamin Shinners is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Benjamin Shinners a financial advisor?
Yes. Benjamin Shinners has a current investment-adviser registration in Florida, Louisiana and Pennsylvania, through Elevate Financial Planning and Wealth Management since September 2025.
How many years of experience does Benjamin Shinners have?
Benjamin Shinners has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Benjamin Shinners passed?
Benjamin Shinners has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in June 2025.
Where is Benjamin Shinners based?
Benjamin Shinners’ registered office is in St. Petersburg, FL.
Is Benjamin Shinners registered with FINRA?
No. Benjamin Shinners has no current broker registration.
How can I verify Benjamin Shinners’ record?
Search CRD 8158204 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Shinners’ full registration record.
