Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Kvittem is a financial advisor with over eight years of experience in the financial services industry. Evan is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 66, and SIE licenses. Evan's current registration is with Osaic Wealth, Inc. Evan's previous employment was with SAGEPOINT FINANCIAL, INC., and their registration ended in 2023. Evan Kvittem is registered to provide investment advisory services in 28 states and is also registered to provide securities services in 28 states. Evan is a statutory agent for EVAN KVITTEM, a sole proprietorship business that provides insurance sales and services for new and existing clients. Evan Kvittem is also the Vice President/Treasurer of EKE MARKETING, LLC, which facilitates the partnership structure and practice organizations for the advisors who are members.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
09/08/2023 - Present
Osaic Wealth, Inc. (ELK RIVER MN)
MN
05/19/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ELK RIVER MN)
BOTH
Issued 06/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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