AdvisorOS Directory
Claim Profile
BK

Bobbie Jo Kaiser

EVEXIA WEALTH, LLC·STEVENS POINT, Wisconsin
Unclaimed Profile
1265 MAIN STREET, STEVENS POINT, WI 54481CRD# 7840249Firm CRD# 323788
01

About

Bobbie Jo Kaiser is a registered financial advisor based in STEVENS POINT, Wisconsin, affiliated with EVEXIA WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
EVEXIA WEALTH, LLC
EVEXIA WEALTH, LLC
AUM
$263M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at EVEXIA WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7840249
Firm CRD# 323788
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STEVENS POINT?

Browse all registered financial advisors in STEVENS POINT, Wisconsin or claim this profile if it's yours.

Browse STEVENS POINT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Bobbie Jo Kaiser offer?
Bobbie Jo Kaiser specializes in Financial Planning, Investment Management. Contact their office in STEVENS POINT, Wisconsin for a consultation.
What are Bobbie Jo Kaiser's credentials?
Bobbie Jo Kaiser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bobbie Jo Kaiser located?
Bobbie Jo Kaiser is based in STEVENS POINT, Wisconsin, working with EVEXIA WEALTH, LLC. Their office serves clients in the STEVENS POINT metropolitan area and surrounding communities.
How does Bobbie Jo Kaiser charge for services?
Bobbie Jo Kaiser'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 EVEXIA WEALTH, LLC?
EVEXIA WEALTH, LLC has approximately 19 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in STEVENS POINT
William James Lohr — SENTRY INVESTMENT MANAGEMENT, L.L.C.James John Weishan — SENTRY INVESTMENT MANAGEMENT, L.L.C.Kenneth J Erler — SENTRY INVESTMENT MANAGEMENT, L.L.C.Michael J Williams — SENTRY INVESTMENT MANAGEMENT, L.L.C.Todd Michael Schroeder — SENTRY INVESTMENT MANAGEMENT, L.L.C.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile