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Financial Action, Inc.

Financial Action, Inc.. CRD 140285

Financial Action, Inc. logo

CRD: 140285

Financial Action, Inc.

Monument, CO, 80132
7193577189
elevatemywealth.com
$100.3M Total AUM
$99.7M Disc. AUM
-- 3Y CAGR
6 Employees
493 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Matrix harbor
Established Date
07-10-2006
Office Locations
2

Office Locations

283 Washington ST Monument CO
-- Skiatook OK

About Financial Action, Inc.

Elevated Financial Planning provides fiduciary wealth management for individuals and families, combining financial planning with discretionary investment management and insurance planning. Portfolios emphasize prudent asset allocation using vehicles such as ETFs, index funds, mutual funds, and fixed income where appropriate. Uses platforms like Envestnet/MoneyGuide and custody such as Charles Schwab.

Team overview

-- AVG AGE
$25.1M AVG AUM / ADVISOR
$203.4K AVG AUM / CLIENT
9 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Optima optima Value summit Vertex Harbor meridian Ember vector

Custodian

Crest unison Delta North Summit

Investment Themes

Quantum capital Vector Peak Harbor prime

Investment Vehicles

Harbor Value

Platform

Catalyst alpha Capital zenith

Services

North momentum Legacy unison Zenith Horizon foundation Foundation beacon Value signal Zenith delta Capital pioneer Vector Delta

Technology

Peak

Owner & Executives

C

CHRISTOPHER BRIAN REED

Financial Advisor, President

CRD
#4866569
Ownership
50% but less than 75%
(445) 263-2247
momentum.glacier@insightcapital.com
in linkedin.com/in/fusion-peak
JASON JOHN ROQUE

JASON JOHN ROQUE

Chief Compliance Officer, PARTNER, Wealth Management Advisor

CRD
#4668889
Ownership
50% but less than 75%
(900) 385-1095
harbor.quantum@vertexcapital.com
in linkedin.com/in/matrix-fusion

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Contacts

K

KERRY JOSEPH HILSABECK

Owner

CRD
#6123287
(665) 713-2928
frontier.eagle@unisoncapital.com
in linkedin.com/in/meridian-value
M

MEREDETH LIAN MCDOWELL IVERSEN

--

CRD
#3106509
(273) 473-2797
beacon.capital@harborcapital.com
in linkedin.com/in/meridian-catalyst
B

Beacon harbor

Value north

CRD
#24135
(789) 949-5000
value.ridge@atlascapital.com
in linkedin.com/in/crest-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-11-2026
Category Assets AVG. Account size
Discretionary $99,691,086 $95,490
Non-Discretionary $587,547 $195,849
Total $100,278,633 $95,777

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Separately Managed Accounts

Total SMA Asset: $100,278,633

$100.3M Total SMA
Equity - Exchange:
43.2%
Cash:
32.0%
U.S. Government/Agency:
24.8%
Asset class Assets Assets %
Equity - Exchange $1,241,960,729 43.2%
Cash $919,970,911 32.0%
U.S. Government/Agency $712,977,456 24.8%
Total $2,874,909,096 100.0%

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