Kyle Lottman has been an investment adviser representative at Elevate Capital Advisors since November 2020, and is not listed among the firm’s executive officers or direct owners. Kyle Lottman holds a Master of Accountancy from Colorado State University and a Bachelor of Science in Finance from Colorado State University.
Elevate Capital Advisors, Inc. is an Eagle, CO firm with $183M under management, 210 clients and 5 advisers in one office, as of its September 2026 filing.
Kyle Lottman is Wealth Management Advisor at Elevate Capital Advisors. He works with anesthesiologists and other high-income professionals on strategies that integrate tax planning, investment management, and risk management. Before joining Elevate, he spent nearly a decade as an analyst researching and evaluating opportunities across equity and fixed income markets.
Kyle Lottman’s longest registration is the current one, 5 years at Elevate Capital Advisors since 2020. Before joining Elevate Capital Advisors in 2020, Kyle Lottman was registered through Focus Financial.
- Elevate Capital AdvisorsCurrent– present · 5 yearsGrand Junction, CO · Adviser representative · Firm CRD 288190
- Focus Financial– · under a yearMinneapolis, MN · Adviser representative · Firm CRD 116140
Professional designations
Listed by Elevate Capital Advisors
- CPA
- CFA
- CMT
Investment adviser representative registrations
Kyle Lottman is registered as an investment adviser representative in 2 states. The first approvals date from November 2020; the most recent is Minnesota, in January 2021.
- ColoradoSince 18 November 2020
- MinnesotaSince 13 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 May 2020 |
| Series 7TO | General Securities Representative Examination | 4 March 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 3 July 2013 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 20 May 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 April 2013 |
| Series 7 | General Securities Representative Examination | 5 April 2013 |
| Series 3 | National Commodity Futures Examination | 3 August 2009 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- Kyle Garret Lottman
- CRD
- 6168323
- Firm
- Elevate Capital Advisors · CRD 288190
- Office
- Grand Junction, CO
- Registration
- Investment adviser registration
- In the industry since
- March 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevatecapitaladvisors.com
Where does Kyle Lottman work?
Kyle Lottman is an investment adviser representative registered through Elevate Capital Advisors, Inc. since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Lottman a financial advisor?
Yes. Kyle Lottman has a current investment-adviser registration in Colorado and Minnesota, through Elevate Capital Advisors since November 2020.
How many years of experience does Kyle Lottman have?
Kyle Lottman has 10 years in the financial industry, since March 2016, across 2 adviser firms.
What exams has Kyle Lottman passed?
Kyle Lottman has passed 7 licensing exams: the Series 3, Series 7, Series 63, Series 86, Series 87, Series 7TO and Series 66. The earliest, the Series 3, was passed in August 2009. FINRA credited Kyle Lottman with the SIE, which began in October 2018.
Where is Kyle Lottman based?
Kyle Lottman’s registered office is in Grand Junction, CO.
Is Kyle Lottman registered with FINRA?
No. Kyle Lottman has no current broker registration.
Is Kyle Lottman a CFA charterholder?
Elevate Capital Advisors lists Kyle Lottman with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Kyle Lottman’s record?
Search CRD 6168323 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Lottman’s full registration record.
