EverOak Wealth Co.
Financial Services
7222 Commerce Center Dr.
13 employees
- Employees
- 13
- Contacts
- 4
- Emails
- 4
- Phones
- 2
EverOak Wealth Co. Overview
- Headquarters
- 7222 Commerce Center Dr.
- Website
- www.everoakwealth.com
- Industry
- Financial Services
- Employees
- 13
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About EverOak Wealth Co.
Financial Planning, Asset Management, Corporate Asset Management, Retirement Plan Consulting, Business Exit Planning, Tax Strategy & Planning Certain individuals associated with EverOak Wealth Co. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with EverOak Wealth Co. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. EverOak Wealth Co. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
EverOak Wealth Co. Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
EverOak Wealth Co. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jim Fredrick | Partner | Colorado Springs, Colorado, United States |
Email
|
| Tim Watson | Partner at Everoak Wealth Co. | Colorado Springs, Colorado, United States |
Email
Phone
|
| Alex Lippert, Cfa | Author; Partner at Everoak Wealth Co. | Colorado Springs, Colorado, United States |
Email
Phone
|
| Randy Ward, Cfp®, Cexp™ | Partner at Everoak Wealth Co. | Colorado Springs, Colorado, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles