EW
EW

Evan Clark Wontor

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
325 clients
Average Client Portfolio
$988K average
Assets Under Management
$321.0M

Fee Structure

Minimum Investment:None
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Location

Richland Center, WI

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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 Activities

Evan owns two businesses: one at 18601 State Hwy 80, Richland Center WI since January 2019, taking about a quarter of his time, and Residential Roofing of Southwest Wisconsin LLC since July 2018, taking a little over a third of his time. Neither activity is investment-related.

Employment History
Current Registrations
Xypn Invest
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2020 - February 2024 · 3 yrs 4 mos
Ameriprise Financial Services, LLCBroker
October 2018 - February 2024 · 5 yrs 4 mos
State Registrations2 states
TXWI
Advisor
Exams
No exam information available for this advisor.