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Devin Hanson, portrait

Devin Hanson

Investment adviser representative at Elevation Wealth Partners in Walnut Creek, CA

Investment adviser registrationUpdated

Devin Hanson is an investment adviser representative at Elevation Wealth Partners, LLC, an investment adviser managing $671M, and works from its Walnut Creek, CA office. Devin Hanson has been registered through Elevation Wealth Partners since 5 March 2025, has 10 years in the industry across 3 firms and has passed the Series 7 and Series 66.

10
Years in industry
1
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Devin Hanson has been an investment adviser representative at Elevation Wealth Partners since March 2025, and is not listed among the firm’s executive officers or direct owners. Devin Hanson holds a Bachelor of Arts in Sociology from the University of California, Santa Barbara and a Certificate in Personal Financial Planning from Pepperdine University.

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.

Devin Hanson is Wealth Advisor & Financial Planner at Elevation Wealth Partners. She has over a decade of experience in finance and provides financial planning advice to women in transition, professionals navigating new careers, retirees, and people managing sudden wealth from an inheritance. Before joining Elevation Wealth Partners, she was a Wealth Advisor at a wealth management firm in St. Helena, California, and Director of Financial Planning at an investment advisory firm in Napa.

Devin Hanson’s longest registration was 5 years at Financial Advocates Investment Management (2016–2022). Before joining Elevation Wealth Partners in 2025, Devin Hanson was registered through Wealth Enhancement Advisory Services, LLC and Financial Advocates Investment Management.

  1. – present · 1 year
    Walnut Creek, CA · Adviser representative · Firm CRD 123971
  2. Wealth Enhancement Advisory Services, LLC
    – · 2 years
    St Helena, CA · Adviser representative · Firm CRD 116407
  3. Financial Advocates Investment Management
    – · 5 years
    Napa, CA · Adviser representative · Firm CRD 151298

Credentials and registrations

Professional designations

Listed by Elevation Wealth Partners

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Investment adviser representative registrations

Devin Hanson is registered as an investment adviser representative in California, since March 2025.

  • CaliforniaSince 5 March 2025

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 661 March 2016
Name
Uniform Combined State Law Examination
Series 722 July 2015
Name
General Securities Representative Examination

Key facts

Full name
Devin Wray Hanson
CRD
6453004
Firm
Elevation Wealth Partners · CRD 123971
Office
2121 NORTH CALIFORNIA BLVD, SUITE 290, Walnut Creek, CA 94596
Registration
Investment adviser registration
In the industry since
March 2016
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Devin Hanson work?

Devin Hanson is an investment adviser representative registered through Elevation Wealth Partners, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Devin Hanson a financial advisor?

Yes. Devin Hanson has a current investment-adviser registration in California, through Elevation Wealth Partners since March 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Devin Hanson have?

Devin Hanson has 10 years in the financial industry, since March 2016, across 3 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Devin Hanson passed?

Devin Hanson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2015. FINRA credited Devin Hanson with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Devin Hanson work before Elevation Wealth Partners?

Before Elevation Wealth Partners, Devin Hanson was registered through Wealth Enhancement Advisory Services, LLC, April 2022 to February 2025; Financial Advocates Investment Management, May 2016 to April 2022.

Source: IAPD individual record, checked 24 October 2026

Where is Devin Hanson based?

Devin Hanson’s registered office is in Walnut Creek, CA.

Source: IAPD individual record, checked 24 October 2026

Is Devin Hanson registered with FINRA?

No. Devin Hanson has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

Is Devin Hanson a CFP?

Elevation Wealth Partners lists Devin Hanson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Devin Hanson biography, elevationwp.com

How can I verify Devin Hanson’s record?

Search CRD 6453004 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Devin Hanson’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Elevation Wealth Partners

Sources

  1. IAPD individual record, CRD 6453004, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Elevation Wealth Partners, LLC, filed 26 August 2026. Executive officers and direct owners; this person is not among them.
  3. Elevation Wealth Partners team page. Biography, education, credentials, awards and the portrait, reproduced for identification.