EW
CFP
EW
CFP

Evan Wilson

10 Years of Experience
Granite Falls, MN
Broker

Evan Wilson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Granite Falls, MN, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

665 W Highway 212, [Office of Convenience], Granite Falls, MN, 56241

Get directions

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.

Learn about disclosures →
Other Business Activities

Evan owns and manages Evan Wilson Farms since 2004, dedicating about 10-20% of his time. He also participates in several investment-related activities, including being a finance committee member for United Way, owning Wilson Inc. and PWC, LLC, and being part owner of TrueJourney, Inc., an investment advisory business.

Employment History
Current Registrations
Wells Fargo Advisors
August 2021 - Present · 4 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2015 - August 2021 · 5 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
September 2015 - August 2021 · 5 yrs 11 mos
State Registrations44 states
AKALARAZCACOFLGAHIIAIDILINKSKYLAMAMDMEMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISDTNTXUTVAWAWIWY
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 Wilson - Financial Advisor | TrueAdvisor