RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
24yrs
Chad Bester
Financial advisor at Elevation Point Wealth Partners
Chad Bester has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Minneapolis, Minnesota. After ten years at Wells Fargo Advisors and seven years at Wells Fargo Investments, Chad joined Elevation Point Wealth Partners in 2021, a firm offering investment management and selecting outside investment managers. Elevation Point Wealth Partners reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 25% by experience in Minneapolis
Office8000 Norman Center Drive Suite 630, Minneapolis, MN 55437
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.66 million
Advisors at the firm56
States licensed ?1 state
Services through Elevation Point Wealth Partners
Investment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowElevation Point Wealth Partners, LLCCurrent firm
- 2011 – 2021Wells Fargo Clearing Services, LLCPreviously
- 2003 – 2011Wells Fargo Investments, LLCPreviously
Questions to ask Chad
Tailored to Chad’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chad
How do I contact Chad?
Call Elevation Point Wealth Partners at (303) 382-2880 and ask for Chad Bester. Chad works from the Minneapolis, MN office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2002, about 24 years. Top 25% by experience in Minneapolis.
What licenses does Chad hold?
Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Elevation Point Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Chad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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