Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Clark Wontor is a registered investment advisor representative with Xypn Invest. Evan is licensed to provide investment advice in Texas and Wisconsin. Evan has been in the financial services industry since October 2018. Evan holds Series 66, Series 7 and SIE licenses. Evan has prior experience with Ameriprise Financial Services, LLC. Evan is affiliated with Xypn Invest. Evan's specialties are portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WI
08/02/2024 - Present
Xypn Invest (Richland Center WI)
WI
10/02/2018 - 02/29/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Richland Center WI)
BOTH
Issued 04/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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