Nicole Evans, financial advisor Arnolds Park IA
89 score

Nicole Evans

CRD Number: 6255480
Current Firm: Northwest Wealth Management, LLC

Nicole Evans (CRD# 6255480) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Arnolds Park, IA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Northwest Wealth Management LLC Arnolds Park, IA Sep 2013 - Current 3
Northwest Bank Spirit Lake, IA Apr 2012 - Current 4
Liberty Bank Spirit Lake, IA May 2008 - Apr 2012 3
Wells Fargo Spirit Lake, IA Dec 2005 - May 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Nicole C. Evans
Phone Number: 712-580-4100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    343
    MILLIONS
  • Total Number of Accounts
    2,807
    ACCOUNTS
  • Average Account Value
    $122,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, IA, IN, MN, MO, NE, SD, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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