Welcome to Elevation Wealth Management.

Elevation Wealth Management

A team with over 30 years of experience

Taking Your Financial Goals to New Heights

About Us

Elevation Wealth Management, LLC is an independent and full-service Financial Planning and Investment Management Firm based in Eden Prairie, MN. Our mission is to get to know you and outline a plan that helps you reach your financial goals. We are here to use our resources to assist and advise our clients to graph the financial freedom they are searching for. We don’t want you to feel overwhelmed by all the intricate retirement plans that are offered. We want to walk alongside you, build relationships with you and see you succeed. At Elevation Wealth our main focus is on you and your financial well-being. A long-term plan is what we can do for you. Not everyone has the same goals, we want to assist you to get there. We can work with you and create a customized plan to help you establish goals for your future.

Feel more confident about your financial future.

Your first meeting is just the beginning of an ongoing relationship and process.

  • One-to-one financial advice based on your goals and needs

  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty

  • Regular meetings to review your goals, progress, and investments

  • Anytime access to your investments and planning goals via best-in-class digital tools

With the right advice supported by research and online tools to track your progress, we can help you feel confident, connected, and always in control of your financial life.

Fiduciary Standard

  • Embrace the Legal Fiduciary Obligation to Place Clients’ Interests First
  • Deliver Comprehensive Financial Planning
  • Provide Transparency on Portfolios and Investments
  • Remain Independent from any Bank, Broker Dealer, Insurance or Custodian
  • Do Not Physically Hold or Possess Any Client Assets, Securities, or Money

Our Team

Darin Beckering

Founder & Sr. Wealth Advisor

MBA, CFP®

Darin Beckering is a wealth manager with over 18 years of financial experience. He specializes in retirement planning, estate planning, investment management, and income distribution planning for clients either approaching or currently enjoying retirement. Darin began his career in personal finance in 2003, taking pride in walking along with each client by helping guide them in reaching their financial goals. Prior to founding Elevation Wealth Management, Mr. Beckering was recognized as one of the top investment consultants nationwide at both Charles Schwab and TD Ameritrade. As a result, his relationships developed with affluent families across the country. Through these years he has gained valuable insight and a love for helping others reach financial success.

Darin currently holds the FINRA Series 7 and 66 securities registration as well as his health and life insurance licenses. Mr. Beckering holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. A native of Minnesota, Darin graduated from Dordt University with a degree in business administration. He also has his master’s degree in finance from the University of St. Thomas. He currently lives in Eden Prairie with his wife Tricia of 19 years, and his children Brayden (15), Breanna (13), Miles (10), and Claire (8). His hobbies include playing and coaching basketball and travel. He has a passion for volunteering at his church and other various
charitable organizations.

Darin can be reached at [email protected]

Derek Beiningen

Client Service Manager

Derek Beiningen has over 14 years of experience in the financial services industry. Most recently, taking time off to support building a family. Darin and Derek spent 8 years working together at TD Ameritrade building a model of work that translated to award winning recognition. More importantly, it was the clients continued trust that all their financial needs and attention was addressed whenever they needed it that made for a successful partnership. He is looking forward to finding those opportunities working with clients to identify real change that can improve lives. Derek is a native of Minnesota and graduated from St. Cloud State University
with a business degree. He is a resident of Minnetrista with his wife of 16 years and their son Ray (15). In early 2020, he joined the volunteer Mound Fire Department and earned his Fire 1 and 2 certifications and Emergency Medical Responder. He enjoys weekly outings playing tennis and basketball and opportunities to ride on two wheels.

Derek can be reached at [email protected]

Eden Prairie, MN

M-F – 8:30 am to 5:00 pm

9 + 14 =

DISCLOSURE

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PRIVACY POLICY