EW
CFP
EW
CFP

Evan Werckenthien

13 Years of Experience
Noblesville, IN
BrokerSells Insurance

Evan Werckenthien is a CFP-designated registered investment advisor, based in Noblesville, IN, with 13 years of industry experience.

Location

13110 Harrell Parkway, Suite 100, Noblesville, IN, 46064

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History

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.

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Other Business ActivitiesSells Insurance

Evan is an advisory representative of a registered investment advisor, spending about half his time on investment-related activities. He is also an independent insurance agent for various companies, dedicating minimal time to this activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.
January 2015 - Present · 11 yrs 4 mos
Cambridge Investment Research Advisors, INC.
January 2015 - Present · 11 yrs 4 mos
Cambridge Investment Research, INC.Broker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
July 2013 - January 2015 · 1 yr 6 mos
National Planning CorporationBroker
July 2012 - January 2015 · 2 yrs 6 mos
State Registrations11 states
AZCACOCTFLILINMAMIOHTX
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.
Evan Werckenthien - Financial Advisor | TrueAdvisor