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John Thadewald Evans

Marietta Investment Partners, LLC

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About John Thadewald Evans

John Thadewald Evans is an investment advisor representative with Marietta Investment Partners, LLC. John has been in the securities industry since May 1978. John has a Series 7, 63 and 65 license and is registered with the state of Texas and Wisconsin. John has a history of working at Robert W. Baird & Co. Incorporated. John specializes in providing portfolio management for individuals and businesses.

Firm Information

John Evans is currently registered with Marietta Investment Partners, LLC. Marietta Investment Partners, LLC is an investment advisor headquartered in Milwaukee, WI. The firm manages approximately $535,555,196 in assets for 347 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Marietta Investment Partners, LLC provides portfolio management services for individuals and businesses.
Marietta Investment Partners, LLC

100 EAST WISCONSIN AVENUE, SUITE 2650

MILWAUKEE, WI 53202

$535.56M

Assets Under Management

Not reported

Total Clients

4

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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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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percentage of assets

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

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John Evans’s Registration & Firm History

WI

01/01/2025 - Present

Marietta Investment Partners, LLC (MILWAUKEE WI)

WI

01/16/1980 - 02/08/2000

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

NA

05/01/1978 - 01/16/1980

ROBERT W. BAIRD & CO. INCORPORATED

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Licenses & Designations

IA

Issued 11/26/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Thadewald Evans.
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