Joshua Evenson
Joshua Evenson is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Madison, WI, with 28 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2945 Triverton Pike Dr, Ste 200, Madison, WI, 53711
Get directionsHistory
Regulatory History (2)
Regulatory
January 2000Criminal
September 1998Other Business ActivitiesSells Insurance
Joshua is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance since 2011. He also owns EB Capital Management and is a financial professional at J Evenson Enterprises LLC, both DBAs for financial and advisory services, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cri Securities, LLC
Securian Financial Services, INC.
Marathon Advisors, INC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations40 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.