Financial ADVSR advisor directory · SEC adviser records
Evexia Wealth, LLC financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Evexia Wealth, LLC office in Wisconsin, by city and A to Z.
7 registered advisors work at Evexia Wealth, LLC in Wisconsin, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Stevens Point (6). 3 list the CFP designation and 0 are also registered broker representatives.
Evexia Wealth, LLC advisors by city in Wisconsin
Every firm in Wisconsin →Evexia Wealth, LLC advisors in Wisconsin, A to Z
Search by name →- Jacob D. BartzStevens Point · Certified Financial Planner
- Kyler R. ErnstStevens Point
- Justin W. KellyStevens Point
- Benjamin A. LawsStevens Point
- Jenna R. LawsStevens Point · Certified Financial Planner, Chartered Financial Analyst
- Joel N. RevakEau Claire
- Joseph T. WatsonStevens Point · Certified Financial Planner
Evexia Wealth, LLC advisors in every state →Evexia Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Evexia Wealth, LLC financial advisors are in Wisconsin?
7 investment adviser representatives are registered at Evexia Wealth, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Wisconsin does Evexia Wealth, LLC have the most advisors?
Stevens Point, with 6, then Eau Claire (1). Evexia Wealth, LLC has advisors in 2 cities in Wisconsin.
How do I check a Evexia Wealth, LLC advisor in Wisconsin?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Evexia Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.