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Financial ADVSR advisor directory · SEC adviser records

Evergreen Wealth financial advisors in Springfield, IL

Every SEC-registered investment adviser representative at a Evergreen Wealth office in Springfield, A to Z.

4 registered advisors work at Evergreen Wealth in Springfield, out of 5 at the firm nationwide; it ranks number 17 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Evergreen Wealth advisors in Springfield, A to Z

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Evergreen Wealth advisors in every city and state →Evergreen Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Evergreen Wealth advisors in other cities

Naples, FL 1

Other firms in Springfield

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Horace Mann Investors, Inc. 63Edward Jones 18LPL Financial LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Cetera Investment Advisers LLC 15Sikich Financial 13Equitable Advisors, LLC 12State Farm Investment Management Corp. 11Keb Wealth Advisors 9Ameriprise Financial Services, LLC 7Bos Asset Management, LLC 7Wells Fargo Advisors Financial Network, LLC 7

Questions

How many financial advisors does Evergreen Wealth have in Springfield?

4 investment adviser representatives are registered at Evergreen Wealth offices in Springfield, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Evergreen Wealth one of the largest advisor employers in Springfield?

Evergreen Wealth ranks number 17 in Springfield by registered advisors; Horace Mann Investors, Inc. has the most, with 63.

How do I check a Evergreen Wealth advisor in Springfield?

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 Evergreen Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.