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Brian Kelly Evans

Madrona Financial & Cpas

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About Brian Kelly Evans

Brian Evans is a financial advisor at Madrona Financial & Cpas with over 20 years of experience in the financial industry. Brian Evans is a registered representative with the Securities and Exchange Commission and holds the Series 7 and Series 66 licenses. Brian is an owner and service provider with entities related to Madrona Financial Services, LLC DBA Madrona Financial & Cpas. The entities include Madrona Advisory Group, LLC, Madrona Insurance Services, LLC, and Bauer Evans, Inc., P.S. Brian is a Personal Financial Specialist with a focus on serving individuals, high-net-worth individuals, corporations and charitable organizations. Brian is also a speaker for the UNAFFILIATED FMO/IMO Financial Independence Group (FIG).

Firm Information

Brian Evans is currently registered with Madrona Financial & Cpas. Madrona Financial & CPAs is an investment advisory firm located in EVERETT, WA. They provide financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other services. They manage approximately $392,984,192 in assets for 1,543 clients, primarily high-net-worth individuals and individuals other than high-net-worth.
Madrona Financial & Cpas

2911 BOND STREET, SUITE 200

EVERETT, WA 98201

$392.98M

Assets Under Management

135

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Evans’s Registration & Firm History

WA

12/07/2016 - Present

Madrona Financial & Cpas (EVERETT WA)

TX

10/08/1999 - 11/18/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 10/13/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Kelly Evans.
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