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Barbara Lee Evason

WINDERMERE WEALTH ADVISORS, LLC·MILWAUKEE, Wisconsin
Unclaimed Profile
11414 WEST PARK PLACE, MILWAUKEE, WI 53224CRD# 5761037Firm CRD# 153114
01

About

Barbara Lee Evason is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with WINDERMERE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WINDERMERE WEALTH ADVISORS, LLC
WINDERMERE WEALTH ADVISORS, LLC
AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WINDERMERE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5761037
Firm CRD# 153114
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barbara Lee Evason offer?
Barbara Lee Evason specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Barbara Lee Evason's credentials?
Barbara Lee Evason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Lee Evason located?
Barbara Lee Evason is based in MILWAUKEE, Wisconsin, working with WINDERMERE WEALTH ADVISORS, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Barbara Lee Evason charge for services?
Barbara Lee Evason's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDERMERE WEALTH ADVISORS, LLC?
WINDERMERE WEALTH ADVISORS, LLC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MILWAUKEE
Robert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYBrian Donald Kilb — LANDAAS & COMPANYJean Carol Baley — LANDAAS & COMPANYStewart M. Wangard — WANGARD INCOME FUND MANAGER, LLC
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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