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Shareholder · Evergreen Wealth

Colleen M. Gotsis

CRD 8128154 · Named on Form ADV at one SEC-registered adviser

At a glance

Evergreen Wealth, an SEC-registered wealth manager based in Springfield, IL with $1.2 billion in regulatory assets, lists Colleen M. Gotsis on its Form ADV as Shareholder.

Firms and roles

  • Evergreen WealthShareholderWealth manager · Springfield, IL · $1.2B in regulatory assets

AtlasMembers

Colleen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings (7)

2 more people named with Colleen on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Colleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.