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Financial ADVSR advisor directory · SEC adviser records

Evexia Wealth, LLC financial advisors in Stevens Point, WI

Every SEC-registered investment adviser representative at a Evexia Wealth, LLC office in Stevens Point, A to Z.

The short answer

7 registered advisors work at Evexia Wealth, LLC in Stevens Point, out of 8 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Evexia Wealth, LLC advisors in Stevens Point, A to Z

Every Evexia Wealth, LLC advisor →

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

Evexia Wealth, LLC advisors in other cities

Eau Claire, WI 1

Other firms in Stevens Point

All Stevens Point advisors →

Ameriprise Financial Services, LLC 8Edward Jones 6LPL Financial LLC 4Thrivent Investment Management Inc. 4Osaic Wealth, Inc. 3Principal Securities, Inc. 3

Questions

How many financial advisors does Evexia Wealth, LLC have in Stevens Point?

7 investment adviser representatives are registered at Evexia Wealth, LLC offices in Stevens Point, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Evexia Wealth, LLC one of the largest advisor employers in Stevens Point?

Evexia Wealth, LLC ranks number 3 in Stevens Point by registered advisors; Ameriprise Financial Services, LLC has the most, with 8.

How do I check a Evexia Wealth, LLC advisor in Stevens Point?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.