Braden Carnes has been an investment adviser representative at Elevate Financial Planning and Wealth Management since May 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 yearChattanooga, TN · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Braden Carnes is registered as an investment adviser representative in 4 states. The first approvals date from May 2025; the most recent is Georgia, in September 2025.
- FloridaSince 6 May 2025
- GeorgiaSince 19 September 2025
- TennesseeSince 25 August 2025
- TexasSince 24 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 April 2025 |
| SIE | Securities Industry Essentials Examination | 7 November 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8078878
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 7405 Shallowford Road, Suite 380B, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Braden Carnes work?
Braden Carnes is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Braden Carnes a financial advisor?
Yes. Braden Carnes has a current investment-adviser registration in Florida, Georgia, Tennessee and Texas, through Elevate Financial Planning and Wealth Management since May 2025.
How many years of experience does Braden Carnes have?
Braden Carnes has 1 year in the financial industry, since May 2025, across 1 adviser firm.
What exams has Braden Carnes passed?
Braden Carnes has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in November 2024.
Where is Braden Carnes based?
Braden Carnes’ registered office is in Chattanooga, TN.
Is Braden Carnes registered with FINRA?
No. Braden Carnes has no current broker registration.
How can I verify Braden Carnes’ record?
Search CRD 8078878 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Braden Carnes’ full registration record.
