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Stanley Kenneth Evans

STAN EVANS FINANCIAL PLANNING, LLC·GALLIPOLIS, Ohio
Series 3, Series 6, Series 7, Series 8, Series 22, Series 23, Series 63, Series 65Clean record24 years registeredSTAN EVANS FINANCIAL PLANNING, LLC
300 SECOND AVENUE, GALLIPOLIS, OH 45631CRD# 722071Firm CRD# 164320

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stanley Kenneth Evans · GALLIPOLIS, OH
Registration
CRD #722071 · STAN EVANS FINANCIAL PLANNING, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: STAN EVANS FINANCIAL PLANNING, LLC
EVANS WEALTH MANAGEMENT
Jul 2023 – Dec 2025
GALLIPOLIS, OH
EVANS WEALTH MANAGEMENT
Jul 2012 – Mar 2023
GALLIPOLIS, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Dec 2011 – Apr 2012
CHICAGO, IL
THE HUNTINGTON INVESTMENT COMPANY
Jun 2009 – Apr 2011
COLUMBUS, OH
WELLS FARGO ADVISORS, LLC
Dec 2008 – Jun 2009
INDIANPOLIS, IN
WACHOVIA SECURITIES, LLC
Nov 2006 – Aug 2008
PITTSBURGH, PA
WACHOVIA SECURITIES, LLC
Jul 2003 – Feb 2006
MARION, OH
PRUDENTIAL SECURITIES INCORPORATED
Feb 2002 – Jul 2003
COLUMBUS, OH
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 6
Series 7
Series 8
Series 22
Series 23
Series 63
Series 65
Registration record
First registered · February 19, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320 · SEC 801-127743
AUM
$122M
Regulatory assets under management
Employees
1
665 client accounts
Services offered by STAN EVANS FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at STAN EVANS FINANCIAL PLANNING, LLC →
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05

Frequently Asked Questions

What services does Stanley Kenneth Evans offer?
Stanley Kenneth Evans specializes in Financial Planning, Investment Management.
What are Stanley Kenneth Evans's credentials?
Stanley Kenneth Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stanley Kenneth Evans located?
Stanley Kenneth Evans is based in GALLIPOLIS, Ohio, last registered with STAN EVANS FINANCIAL PLANNING, LLC.
How does Stanley Kenneth Evans charge for services?
Stanley Kenneth Evans's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STAN EVANS FINANCIAL PLANNING, LLC?
STAN EVANS FINANCIAL PLANNING, LLC has approximately 1 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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