Certified Financial Planner
Current
Evenson Investment Management Llc
Apr 2020 - Present
AeroLeads people directory · profile
Adam Evenson, Cfp® Email & Phone Number
Independent Financial Advisor
at
Evenson Investment Management LLC
1 work email found
@frandsenbank.com
6 phones found area 952, 507, and 651
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Evenson Investment Management LLC
Role
Independent Financial Advisor
Location
Northfield, Minnesota, United States
Who is Adam Evenson, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Adam Evenson, Cfp® is listed as Independent Financial Advisor at Evenson Investment Management LLC, based in Northfield, Minnesota, United States. AeroLeads shows a work email signal at frandsenbank.com, phone signal with area code 952, 507, 651, and a matched LinkedIn profile for Adam Evenson, Cfp®.
Adam Evenson, Cfp® previously worked as Certified Financial Planner at Evenson Investment Management Llc and Independent Contractor at Dmw Financial Llc. Adam Evenson, Cfp® holds Bs, Finance from Minnesota State University, Mankato.
Company email context
Email format at Evenson Investment Management LLC
This section adds company-level context without repeating Adam Evenson, Cfp®'s masked contact details.
*@frandsenbank.com
68% confidence
AeroLeads found 1 current-domain work email signal for Adam Evenson, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Adam Evenson, Cfp®
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and DMW Financial, LLC are not affiliated. Cambridge and Evenson Investment Management LLC are not affiliated.CFP® and CERTIFIED FINANCIAL PLANNER TM are marks owned by the Certified Financial Planner Board of Standards, Inc. This mark is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Listed skills include Investments, Portfolio Management, Risk Management, Insurance, and 5 others.
Current workplace
Adam Evenson, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Evenson Investment Management Llc
6 roles
Adam Evenson, Cfp® work experience
A career timeline built from the work history available for this profile.
Independent Contractor
Current
Dmw Financial Llc
Apr 2020 - Present
Portfolio Manager
Feb 2019 - Apr 2020
Financial Consultant
Mar 2007 - Feb 2019
Investment Consultant
Mar 2005 - Feb 2007
Financial Advisor
American Express Financial Advisors (Nka Ameriprise Financial Advisors)
Aug 2003 - Apr 2004
2 education records
Adam Evenson, Cfp® education
Bs, Finance
High School
Alden Conger High School
FAQ
Frequently asked questions about Adam Evenson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Adam Evenson, Cfp® work for?
Adam Evenson, Cfp® works for Evenson Investment Management LLC.
What is Adam Evenson, Cfp®'s role at Evenson Investment Management LLC?
Adam Evenson, Cfp® is listed as Independent Financial Advisor at Evenson Investment Management LLC.
What is Adam Evenson, Cfp®'s email address?
AeroLeads has found 1 work email signal at @frandsenbank.com for Adam Evenson, Cfp® at Evenson Investment Management LLC.
What is Adam Evenson, Cfp®'s phone number?
AeroLeads has found 6 phone signal(s) with area code 952, 507, 651 for Adam Evenson, Cfp® at Evenson Investment Management LLC.
Where is Adam Evenson, Cfp® based?
Adam Evenson, Cfp® is based in Northfield, Minnesota, United States while working with Evenson Investment Management LLC.
What companies has Adam Evenson, Cfp® worked for?
Adam Evenson, Cfp® has worked for Evenson Investment Management Llc, Dmw Financial Llc, Self Employed, Frandsen Investment Services, and Wells Fargo Investments.
How can I contact Adam Evenson, Cfp®?
You can use AeroLeads to view verified contact signals for Adam Evenson, Cfp® at Evenson Investment Management LLC, including work email, phone, and LinkedIn data when available.
What schools did Adam Evenson, Cfp® attend?
Adam Evenson, Cfp® holds Bs, Finance from Minnesota State University, Mankato.
What skills is Adam Evenson, Cfp® known for?
Adam Evenson, Cfp® is listed with skills including Investments, Portfolio Management, Risk Management, Insurance, Retirement Planning, Finance, Financial Analysis, and Fixed Annuities.
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