Evan Henderson, Cfp®

Evan Henderson, Cfp® Email and Phone Number

Financial Planner helping people grow their wealth by making the most of their income @ Northright Financial
Evan Henderson, Cfp®'s Location
Appleton, Wisconsin, United States, United States
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!

Evan Henderson, Cfp®'s Current Company Details
Northright Financial

Northright Financial

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Financial Planner helping people grow their wealth by making the most of their income
Evan Henderson, Cfp® Work Experience Details
  • Northright Financial
    Financial Advisor
    Northright Financial Jul 2019 - Present
    De Pere, Wisconsin, Us
    Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory Services offered through N.E.W. Advisory Services, LLC.
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  • Northright Financial, Llc
    Financial Paraplanner
    Northright Financial, Llc Jun 2017 - Jul 2019
    Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory Services offered through N.E.W. Advisory Services, LLC.
  • Silica Appliance
    Warehouse/Delivery
    Silica Appliance Mar 2014 - Apr 2017
    • 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
  • Sii Investments Inc.
    Financial Advisor Intern
    Sii Investments Inc. Jun 2016 - Sep 2016
    • 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
  • Sii Investments
    New Account Services Intern
    Sii Investments May 2015 - Aug 2015
    Appleton, Wi, Us
    •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
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  • Michels Corporation
    Summer Help
    Michels Corporation Jun 2013 - Aug 2013
    Brownsville, Wi, Us
    •Assessed tools and equipment for repair to save the company money•Collaborated with all departments to distribute parts required for jobs
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  • Hierl Insurance, Inc.
    Maintenance
    Hierl Insurance, Inc. Jun 2012 - Aug 2013
    •Independently managed time and schedule•Prepared the office for upcoming work week for the employees and clients

Evan Henderson, Cfp® Skills

Microsoft Office Microsoft Excel Microsoft Word Powerpoint Research Teamwork Photoshop Social Media English Access Communication Leadership Customer Service Time Management Public Speaking Series 7 Series 66

Evan Henderson, Cfp® Education Details

  • University Of Wisconsin Oshkosh
    University Of Wisconsin Oshkosh
    General And Economics
  • St. Mary Springs Academy High School
    St. Mary Springs Academy High School
    College Preperatory

Frequently Asked Questions about Evan Henderson, Cfp®

What company does Evan Henderson, Cfp® work for?

Evan Henderson, Cfp® works for Northright Financial

What is Evan Henderson, Cfp®'s role at the current company?

Evan Henderson, Cfp®'s current role is Financial Planner helping people grow their wealth by making the most of their income.

What schools did Evan Henderson, Cfp® attend?

Evan Henderson, Cfp® attended University Of Wisconsin Oshkosh, St. Mary Springs Academy High School.

What are some of Evan Henderson, Cfp®'s interests?

Evan Henderson, Cfp® has interest in Football, Investing, Traveling, Baseball, Basketball, Sports, Golf.

What skills is Evan Henderson, Cfp® known for?

Evan Henderson, Cfp® has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Research, Teamwork, Photoshop, Social Media, English, Access, Communication, Leadership.

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