Kaleb Bedard has been an investment adviser representative at Elevate Financial Planning and Wealth Management since October 2026, 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 · under a yearMaryville, TN · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Kaleb Bedard is registered as an investment adviser representative in 2 states. Each was approved in October 2026.
- FloridaSince 13 October 2026
- TennesseeSince 8 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 September 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8349789
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 200 E Broadway Ave, Ste 506, Maryville, TN 37804
- Registration
- Investment adviser registration
- In the industry since
- October 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Kaleb Bedard work?
Kaleb Bedard is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kaleb Bedard a financial advisor?
Yes. Kaleb Bedard has a current investment-adviser registration in Florida and Tennessee, through Elevate Financial Planning and Wealth Management since October 2026.
How many years of experience does Kaleb Bedard have?
Kaleb Bedard has 0 years in the financial industry, since October 2026, across 1 adviser firm.
What exams has Kaleb Bedard passed?
Kaleb Bedard passed the Series 65 in September 2026.
Where is Kaleb Bedard based?
Kaleb Bedard’s registered office is in Maryville, TN.
Is Kaleb Bedard registered with FINRA?
No. Kaleb Bedard has no current broker registration.
How can I verify Kaleb Bedard’s record?
Search CRD 8349789 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kaleb Bedard’s full registration record.
