Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Runkel is a financial advisor at Morgan Stanley. Evan is licensed to provide investment advice in 37 states. Evan is registered with FINRA and has been in the industry since 2023. Previously, Evan worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and THRIVENT INVESTMENT MANAGEMENT INC.. Evan specializes in providing financial planning, investment management, and asset allocation advice to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
03/28/2024 - Present
Morgan Stanley (Wayzata MN)
MN
10/11/2023 - 04/03/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PLYMOUTH MN)
MN
07/31/2023 - 09/18/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 08/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Evan Runkel is the right advisor for you? Invested Better is here to help.
