Financial Advisor
CurrentSecurities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory Services offered through N.E.W. Advisory Services, LLC.
Jul 2019 - Present
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Evan Henderson, Cfp® Email & Phone Number
Financial Planner helping people grow their wealth by making the most of their income
at
Northright Financial
LinkedIn matched
✓ Verified Jun 2026
3 data sources
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Current company
Role
Financial Planner helping people grow their wealth by making the most of their income
Location
Appleton, Wisconsin, United States
Who is Evan Henderson, Cfp®? Overview
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Quick answer
Evan Henderson, Cfp® is listed as Financial Planner helping people grow their wealth by making the most of their income at Northright Financial, based in Appleton, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Evan Henderson, Cfp®.
Evan Henderson, Cfp® previously worked as Financial Advisor at Northright Financial and Financial Paraplanner at Northright Financial, Llc. Evan Henderson, Cfp® holds Bachelor'S Degree, Finance, General And Economics from University Of Wisconsin Oshkosh.
Company email context
Email format at Northright Financial
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Northright Financial
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Profile bio
About Evan Henderson, Cfp®
I am a CERTIFIED FINANCIAL PLANNER™ with a demonstrated history of working in the financial services industry. In addition to the CERTIFIED FINANCIAL PLANNER™ mark, I currently hold my Series 7 and Series 66 License as well as Life and Health Insurance Licenses. I am passionate about helping individuals and families achieve their financial goals through creating a comprehensive financial plan. I help individuals and families get their money working for them!
Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, and 13 others.
Current workplace
Evan Henderson, Cfp®'s current company
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7 roles
Evan Henderson, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Paraplanner
Northright Financial, Llc
Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory Services offered through N.E.W. Advisory Services, LLC.
Jun 2017 - Jul 2019
Warehouse/Delivery
Silica Appliance
- Assess products for damage before next day delivery
- Troubleshoot problems as they arise while delivering to customers’ homes
- Educate customers on the appliances they have purchased
Mar 2014 - Apr 2017
Financial Advisor Intern
Sii Investments Inc.
- Researched mutual funds to be implemented into client’s financial plans
- Compiled financial statements to implement in the paperless process
- Observed and conversed with management about marketing, client meetings, and relationship development
- Achieved performance goals set at beginning of internship, meeting eligibility for bonus
- Utilized eMoney Advisor and Redtail software to implement client plans and input information
Jun 2016 - Sep 2016
New Account Services Intern
- Data entry of financial information into computer programs for advisors to utilize
- Interacted with upper level executives, becoming educated on financial services industry
- Presented end of summer report to management on internship, presenting recommendations for enhancement of internship program
May 2015 - Aug 2015
Summer Help
- Assessed tools and equipment for repair to save the company money
- Collaborated with all departments to distribute parts required for jobs
Jun 2013 - Aug 2013
Maintenance
Hierl Insurance, Inc.
- Independently managed time and schedule
- Prepared the office for upcoming work week for the employees and clients
Jun 2012 - Aug 2013
2 education records
Evan Henderson, Cfp® education
Bachelor'S Degree, Finance, General And Economics
University Of Wisconsin Oshkosh
High School, College Preperatory
St. Mary Springs Academy High School
FAQ
Frequently asked questions about Evan Henderson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Evan Henderson, Cfp® work for?
Evan Henderson, Cfp® works for Northright Financial.
What is Evan Henderson, Cfp®'s role at Northright Financial?
Evan Henderson, Cfp® is listed as Financial Planner helping people grow their wealth by making the most of their income at Northright Financial.
Where is Evan Henderson, Cfp® based?
Evan Henderson, Cfp® is based in Appleton, Wisconsin, United States while working with Northright Financial.
What companies has Evan Henderson, Cfp® worked for?
Evan Henderson, Cfp® has worked for Northright Financial, Northright Financial, Llc, Silica Appliance, Sii Investments Inc., and Sii Investments.
How can I contact Evan Henderson, Cfp®?
You can use AeroLeads to view verified contact signals for Evan Henderson, Cfp® at Northright Financial, including work email, phone, and LinkedIn data when available.
What schools did Evan Henderson, Cfp® attend?
Evan Henderson, Cfp® holds Bachelor'S Degree, Finance, General And Economics from University Of Wisconsin Oshkosh.
What skills is Evan Henderson, Cfp® known for?
Evan Henderson, Cfp® is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Research, Teamwork, Photoshop, and Social Media.
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