Prospeo
Hero Section BackgroundHero Section Background
Elevated Retirement Group - Kansas City

Elevated Retirement Group - Kansas City Revenue

Financial ServicesFlag of USPrairie Village, Kansas, United States1-10 Employees

$

Elevated Retirement Group - Kansas City revenue & valuation

Annual revenue$513,330
Revenue per employee$86,000
Estimated valuation?$1,700,000
Total fundingNo funding

Key Contacts at Elevated Retirement Group - Kansas City

Flag of US

Scott Dougan

Co-Founder And Managing Partner

Flag of US

Adam Dougan

Director Of Finance

Flag of US

Jennifer Dougan

Director Of Operations

Company overview

Headquarters5200 W 94th Terrace, Suite 208, Prairie Village, Kansas 66207, US
Website
NAICS52
Keywords
Retirement Planning
Founded2001
Employees1-10

About Elevated Retirement Group - Kansas City

We believe that all financial advisors may have been created equal, but they’re not all the same when it comes to how they’ve equipped themselves and how they guide clients toward their goals. Naturally, any two advisors may look the same from a distance, but it’s their philosophy toward clients that dictates your future. You owe it to yourself to ensure that your philosophy lines up with that of your advisory team’s. We believe in providing unbiased and objective advice based solely on your situation, not on sales of proprietary products or corporate constraints. That’s why we stand by our own declaration of independence and sit on the same side of the table as the families we serve. We always look after your best interest, guided by an honest assessment of your needs and goals. Your agenda is our highest priority. As your fiduciary, we are straightforward in our advice, transparent in our fees, and responsive in our service. We engage in the relentless pursuit of putting you first in everything we do. Our goal is to educate and empower you to make better decisions with your hard-earned dollars. Financial salespeople and big institutions are generally setup with one objective in mind: profit. While we’re very much in business to earn a fair profit, we believe that an educated client is better able to make sound financial decisions. When decisions are made based on facts and logic, retirees have the potential to experience a more successful retirement. Before you embark on a lengthy retirement, wouldn’t you like to understand the myths and misconceptions that can wreak havoc on an unprepared retiree? Investment Advisory Services offered through Elevated Capital Advisors, an SEC Registered Investment Advisor.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
Entry
Founder/Owner

Employees by Department

Elevated Retirement Group - Kansas City has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Elevated Retirement Group - Kansas City has never raised funding before.

Frequently asked questions

Elevated Retirement Group - Kansas City is located in Prairie Village, Kansas, US.
Elevated Retirement Group - Kansas City generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.
Elevated Retirement Group - Kansas City has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Elevated Retirement Group - Kansas City was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.
Elevated Retirement Group - Kansas City has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles