Founder | Ceo | Wealth Manager
CurrentWendell Charles is an independent financial services firm with over 800 client accounts in 24 states. Our team members meet with clients primarily online and utilize innovative technology tools to create custom investment, insurance, and financial planning strategies for individuals, families, and businesses. Wendell Charles is powered by LPL Financial, a publicly traded, Fortune 500 company (NASDAQ: LPLA).As founder & CEO, Evan's vision for clients of Wendell Charles is modeled after his grandfather, Wendell Charles Kirkpatrick's accomplishments and charitable focus. As a 40 year physician, Wendell built a successful medical practice, but also invested in the stock market, acquired and developed residential and commercial real estate, and tree farms. In addition, his numerous donations to the arts in his community and establishment of a charitable remainder trust upon the sale of an appreciated apartment complex were Evan's first introduction to philanthropic impact. Our goal is to guide our clients toward a prosperous, generous, and fulfilling life.Evan's work has been featured in Forbes, CNBC, WSJ, Southbay Magazine, Los Angeles Magazine, UPROXX video, and live on CBS Radio & Pivot TV. Evan was twice honored as one of the top young entrepreneurs in America in ceremonies held at the United Nations. He is dedicated to numerous philanthropic causes and works with clients to maximize charitable giving strategies within their financial plan.Evan Kirkpatrick is a Financial Consultant with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit http://wendellcharles.com
