Cheryl Battung has been an investment adviser representative at Elevated Capital Advisors since October 2023, and is not listed among the firm’s executive officers or direct owners.
Elevated Capital Advisors, LLC is a Draper, UT firm with $499M under management, 1,007 clients and 19 advisers across 11 offices, as of its March 2026 filing.
Cheryl Battung is Investment Advisor Representative of Elevated Retirement Group. She joined the firm in November 2023. She has had professional experience in the financial industry since 1988, including banking, mortgage financing, life insurance and financial advising.
Cheryl Battung’s longest registration was 8 years at Investment Advisors Corp (2009–2018). Before joining Elevated Capital Advisors in 2023, Cheryl Battung was registered through Cetera Investment Advisers LLC and Cetera Advisor Networks LLC.
- – present · 2 yearsRidgecrest, CA · Adviser representative · Firm CRD 226721
- Cetera Investment Advisers LLC– · under a yearRidgecrest, CA · Adviser representative · Firm CRD 105644
- Cetera Advisor Networks LLC– · 2 yearsRidgecrest, CA · Adviser representative · Firm CRD 13572
- Summit Financial Group Inc– · 2 yearsMurrieta, CA · Adviser representative · Firm CRD 109485
- Investment Advisors Corp– · 8 yearsEscondido, CA · Adviser representative · Firm CRD 117531
- Wells Fargo Advisors, LLC– · 1 yearBroomfield, CO · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Cheryl Battung is registered as an investment adviser representative in 2 states. The first approvals date from October 2023; the most recent is Texas, in January 2024.
- CaliforniaSince 25 October 2023
- TexasSince 16 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 May 2008 |
| Series 7 | General Securities Representative Examination | 9 May 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cheryl L Battung
- CRD
- 5513549
- Firm
- Elevated Capital Advisors · CRD 226721
- Office
- Ridgecrest, CA
- Registration
- Investment adviser registration
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevatemyretirement.com
Where does Cheryl Battung work?
Cheryl Battung is an investment adviser representative registered through Elevated Capital Advisors, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Cheryl Battung a financial advisor?
Yes. Cheryl Battung has a current investment-adviser registration in California and Texas, through Elevated Capital Advisors since October 2023.
How many years of experience does Cheryl Battung have?
Cheryl Battung has 18 years in the financial industry, since May 2008, across 6 adviser firms.
What exams has Cheryl Battung passed?
Cheryl Battung has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2008. FINRA credited Cheryl Battung with the SIE, which began in October 2018.
Where did Cheryl Battung work before Elevated Capital Advisors?
Before Elevated Capital Advisors, Cheryl Battung was registered through Cetera Advisor Networks LLC, May 2021 to June 2023; Summit Financial Group Inc, September 2018 to May 2021; Investment Advisors Corp, October 2009 to September 2018; Wells Fargo Advisors, LLC, May 2008 to October 2009.
Where is Cheryl Battung based?
Cheryl Battung’s registered office is in Ridgecrest, CA.
Is Cheryl Battung registered with FINRA?
No. Cheryl Battung has no current broker registration.
How can I verify Cheryl Battung’s record?
Search CRD 5513549 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cheryl Battung’s full registration record.
