Adam Evenson is a registered investment advisor, based in Lakeville, MN, with 20 years of industry experience.
Location
Lakeville, MN
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an advisory representative of a registered investment advisor, an independent insurance agent, and the owner of Evenson Investment Management LLC. He also operates as an IAR under the trade name DMW Financial LLC.
Employment History
Current Registrations
Cambridge Investment Research, INC.
April 2020 - Present · 6 yrs 1 mo
Cambridge Investment Research Advisors, INC.
April 2020 - Present · 6 yrs 1 mo
Cambridge Investment Research, INC.Broker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
LPL Financial LLC
November 2017 - March 2019 · 1 yr 4 mos
LPL Financial LLCBroker
November 2017 - March 2019 · 1 yr 4 mos
Investment Centers of America, INC.
March 2007 - November 2017 · 10 yrs 8 mos
Investment Centers of America, INC.Broker
March 2007 - November 2017 · 10 yrs 8 mos
Wells Fargo Investments, LLC
March 2005 - February 2007 · 1 yr 11 mos
Wells Fargo Investments, LLCBroker
March 2005 - February 2007 · 1 yr 11 mos
American Express Financial Advisors INC.Broker
August 2003 - April 2004 · 8 mos
Ids Life Insurance CompanyBroker
August 2003 - April 2004 · 8 mos
State Registrations1 state
MN
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.