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Michael Jay Wiesmann

Evergreen Capital Management LLC

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About Michael Jay Wiesmann

Michael Wiesmann is a financial advisor with Evergreen Capital Management LLC. Michael has been in the industry since 1983. Michael holds the Series 3, 7, 8, 63, and 65 licenses. Michael is registered to provide investment advice in Washington. Michael's previous employer was CITIGROUP GLOBAL MARKETS INC.

Firm Information

Michael Wiesmann is currently registered with Evergreen Capital Management LLC. Evergreen Capital Management LLC is an investment advisor located in BELLEVUE, WA, United States. They manage over $4.55 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pooled investment vehicles, and pension plans. The firm offers a range of services including financial planning, portfolio management, and educational seminars.
Evergreen Capital Management LLC

1412 112TH AVE NE

BELLEVUE, WA 98004

$4.55B

Assets Under Management

1

Total Clients

23

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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unsolicited investment advice on an ad hoc basis

Unsolicited investment advice on an ad hoc basis

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Negotiated fees for ad hoc unsolicited investment advice

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Michael Wiesmann’s Registration & Firm History

WA

05/11/2005 - Present

Evergreen Capital Management LLC (BELLEVUE WA)

NY

01/19/1983 - 05/26/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/11/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/1987

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 11/19/1987

Series 5 - Interest Rate Options Examination

BC

Issued 01/15/1983

Series 7 - General Securities Representative Examination

BC

Issued 08/30/1982

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Jay Wiesmann. Review regulatory record here.
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