Scott Dougan has been Managing Member?owner of Elevated Capital Advisors since January 2017, is a control person of the firm and directly owns between 50% and 75% of it.
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.
Scott Dougan is Co Founder of Elevated Capital Advisors. He founded Elevated Retirement Group in 2003 to help retirees and pre-retirees in the Kansas City metro area with issues that may affect the quality of life during their retirement.
Scott Dougan’s longest registration is the current one, 9 years at Elevated Capital Advisors since 2017. Before joining Elevated Capital Advisors in 2017, Scott Dougan was registered through Global Financial Private Capital, LLC.
- – present · 9 yearsPrairie Village, KS · Adviser representative · Firm CRD 226721
- Global Financial Private Capital, LLC– · 3 yearsPraire Village, KS · Adviser representative · Firm CRD 132070
Professional designations
Listed by Elevated Capital Advisors
- Registered Financial Consultant (RFC)
Investment adviser representative registrations
Scott Dougan is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2017; the most recent is Texas, in March 2018.
- KansasSince 17 January 2017
- MissouriSince 13 June 2017
- TexasResidentSince 9 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 January 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Scott Michael Dougan
- CRD
- 6291686
- Firm
- Elevated Capital Advisors · CRD 226721
- Role
- Managing Member?owner
- Office
- 5200 West 94th Terrace, Suite 208, Prairie Village, KS 66207
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevateyourplanning.com
Where does Scott Dougan work?
Scott Dougan has been Managing Member?owner of Elevated Capital Advisors, LLC since January 2017, and is a control person of the firm.
Is Scott Dougan a financial advisor?
Yes. Scott Dougan has a current investment-adviser registration in Kansas, Missouri and Texas, through Elevated Capital Advisors since January 2017.
How many years of experience does Scott Dougan have?
Scott Dougan has 12 years in the financial industry, since January 2014, across 2 adviser firms.
What exams has Scott Dougan passed?
Scott Dougan passed the Series 65 in January 2014.
Where is Scott Dougan based?
Scott Dougan’s registered office is in Prairie Village, KS.
Is Scott Dougan registered with FINRA?
No. Scott Dougan has no current broker registration.
How can I verify Scott Dougan’s record?
Search CRD 6291686 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Dougan’s full registration record.
