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Michael Charles Evenson

Cooper Malone McClain, Inc.

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About Michael Charles Evenson

Michael Evenson is a registered representative with Cooper Malone McClain, Inc. based in Wichita, Kansas. Michael has been in the securities industry since 1986 and has held previous positions at CAREY, THOMAS, HOOVER, & BREAULT, INC., FROGGATTE & COMPANY, BIRCHTREE FINANCIAL SERVICES, INC. and DAVIDSON SECURITIES, INC. Michael holds several licenses including Series 4, 7, 63, 66, and SIE.

Firm Information

Michael Evenson is currently registered with Cooper Malone McClain, Inc.. Cooper Malone McClain, Inc. is a corporation that was formed in 1986 and provides investment advice through consultations. They recommend third-party money managers to clients and offer selection of other advisers. They are registered in 13 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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investment advice through consultations. recommend third-party money managers to customers.

Investment advice through consultations. recommend third-party money managers to customers.

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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other

Asset based fee for referring customers to money managers.

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Michael Evenson’s Registration & Firm History

KS

01/19/2017 - Present

Cooper Malone McClain, Inc. (WICHITA KS)

KS

03/24/2003 - 12/22/2015

CAREY, THOMAS, HOOVER, & BREAULT, INC. (WICHITA KS)

KS

05/20/1998 - 03/24/2003

FROGGATTE & COMPANY (WICHITA KS)

MN

04/07/1998 - 05/08/1998

BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

KS

02/01/1988 - 04/08/1998

DAVIDSON SECURITIES, INC. (OVERLAND PARK KS)

NA

03/19/1986 - 02/08/1988

FIRST SECURITIES COMPANY OF KANSAS, INCORPORATED

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Licenses & Designations

BOTH

Issued 04/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/21/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/1998

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Charles Evenson.
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