Unclaimed Profile

Pamela Lee Evason

WINDERMERE WEALTH ADVISORS, LLC·MILWAUKEE, Wisconsin

Clean recordWINDERMERE WEALTH ADVISORS, LLC

11414 WEST PARK PLACE, MILWAUKEE, WI 53224CRD# 5771930Firm CRD# 153114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Pamela Lee Evason · MILWAUKEE, WI

Registration

CRD #5771930 · WINDERMERE WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Pamela 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WINDERMERE WEALTH ADVISORS, LLC

AUM

$48M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5771930

Firm CRD# 153114

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Frequently Asked Questions

What services does Pamela Lee Evason offer?

Pamela Lee Evason specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Pamela Lee Evason's credentials?

Pamela Lee Evason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Pamela Lee Evason located?

Pamela 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 Pamela Lee Evason charge for services?

Pamela 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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