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Steven Evensen

Gerber Kawasaki Wealth & Investment Management

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About Steven Evensen

Steven Evensen is a financial advisor and is registered with Gerber Kawasaki Wealth & Investment Management, located in Santa Monica, CA. Steven has experience with Northwestern Mutual Investment Services, LLC, Charles Schwab & Co., INC, and Vanguard Marketing Corporation. Steven holds the Series 7 and Series 63 licenses.

Firm Information

Steven Evensen is currently registered with Gerber Kawasaki Wealth & Investment Management. Gerber Kawasaki Wealth & Investment Management, based in SANTA MONICA, CA, is a wealth management firm with a long history of serving individuals, families, businesses, and institutions. They offer a wide range of financial planning and investment advisory services, including portfolio management, pension consulting, and selection of other advisors. They have a team of over 30 experienced professionals and manage over $2.5 billion in assets.
Gerber Kawasaki Wealth & Investment Management

2716 OCEAN PARK BLVD #2020-2022

SANTA MONICA, CA 90405

$2.59B

Assets Under Management

10

Total Clients

27

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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other

Third-party advisory fees

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Steven Evensen’s Registration & Firm History

CA

11/10/2021 - Present

Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)

CA

04/13/2021 - 10/02/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Manhattan Bch CA)

CA

11/16/2018 - 01/15/2021

CHARLES SCHWAB & CO., INC. (Santa Monica CA)

AZ

07/20/2017 - 08/08/2018

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 06/14/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Evensen.
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