Stephen D. Evans, Cfp® Email and Phone Number
Stephen D. Evans, Cfp® work email
- Valid
Stephen D. Evans, Cfp® personal email
I am the owner and managing member of Evans Wealth Planning, located in Springfield, MO. I have over twenty years of experience within the financial services industry. Born and raised in Springfield, I attended the University of Missouri and graduated in 2003 with a Bachelor of Science degree in Personal Financial Planning. Before starting my own business, Evans Wealth Planning, in 2008, I worked for a regional financial firm for several years.I became a CERTIFIED FINANCIAL PLANNER™ in the spring of 2010 to better serve my clients. In addition to being a CFP®, I have completed the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) licenses and hold licensure for health and life within the state of Missouri. I am also an active member of the Greene County Estate Planning Council, a community of attorneys, CPAs, and Financial Professionals.In January of 2013, I was selected as one of Springfield Business Journal's 40 under 40, recognized by a panel of judges as one of the top up-and-coming professionals under the age of 40 in the Springfield, Missouri area.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Evans Wealth Management is not affiliated with Kestra IS or Kestra AS..This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.
Evans Wealth Planning
View- Website:
- evanswealthplanning.com
- Employees:
- 5
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OwnerEvans Wealth Planning Jan 2008 - PresentLocated in Springfield, Missouri Evans Wealth Planning strives to provide an exceptional client experience. We use a comprehensive and holistic investment approach for your wealth that integrates your long term goals with financial solutions using a planning based consultative approach. First and foremost, our main focus is to understand our clients. We will spend as much time as necessary to understand your unique goals before any investment decisions are made. Our mission is to gain a deep understanding of our client’s dreams and risk tolerance as well as to assist our clients in providing a plan to reach those dreams while creating long-lasting relationships.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. -
OwnerNormal Properties Llc Nov 2004 - PresentNormal Properties owns and operates rental houses in Springfield Mo.
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Financial AdvisorWaddell & Reed Financial Services Aug 2003 - Dec 2007Shawnee Mission, Ks, Us
Stephen D. Evans, Cfp® Skills
Stephen D. Evans, Cfp® Education Details
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University Of Missouri-ColumbiaPersonal Financial Planning -
Kickapoo High School
Frequently Asked Questions about Stephen D. Evans, Cfp®
What company does Stephen D. Evans, Cfp® work for?
Stephen D. Evans, Cfp® works for Evans Wealth Planning
What is Stephen D. Evans, Cfp®'s role at the current company?
Stephen D. Evans, Cfp®'s current role is Helping Business Owners, Executives, and Medical Professionals spend more time with their families by simplifying their finances.
What is Stephen D. Evans, Cfp®'s email address?
Stephen D. Evans, Cfp®'s email address is st****@****ing.com
What schools did Stephen D. Evans, Cfp® attend?
Stephen D. Evans, Cfp® attended University Of Missouri-Columbia, Kickapoo High School.
What are some of Stephen D. Evans, Cfp®'s interests?
Stephen D. Evans, Cfp® has interest in Football, Backpacking, Skiing, Investing, New Technologies, Hiking, Camping, Nature.
What skills is Stephen D. Evans, Cfp® known for?
Stephen D. Evans, Cfp® has skills like Financial Planning, Financial Services, Customer Service, Customer Focused Service, Retirement Planning, Project Planning, Estate Planning, Finance, Investments, Insurance, Small Business, Fixed Annuities.
Who are Stephen D. Evans, Cfp®'s colleagues?
Stephen D. Evans, Cfp®'s colleagues are Ryan Waits, Caleb Faulk, Mackenzie Palmer.
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