Evan Biggs (CRD# 6321623) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Columbus, OH and has over 9 years of experience in the finance industry. Evan Biggs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schneider Downs Wealth Management Advisors, LP | Columbus, OH | Oct 2018 - Current | 5 |
| The Huntington Investment Company | Columbus, OH | Aug 2017 - Sep 2018 | 1 |
| The Huntington National Bank | Columbus, OH | Jun 2017 - Sep 2018 | 1 |
| Fidelity Brokerage Services LLC | Covington, KY | Dec 2015 - Jun 2017 | 1 |
| Bluegrace Logistics | Columbus, OH | Jul 2015 - Nov 2015 | < 1 |
| Northwestern Mutual Investment Services LLC | Columbus, OH | Feb 2015 - Jul 2015 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2014 - Jul 2015 | 1 |
| Ohio State University | Columbus, OH | Sep 2012 - Dec 2014 | 2 |
| Ruby Tuesdays | Grove City, OH | Dec 2013 - May 2014 | < 1 |
| Associa Real Property Management | Dublin, OH | May 2007 - May 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- OH
-
Total Assets Under Management2,615MILLIONS
-
Total Number of Accounts2,036ACCOUNTS
-
Average Account Value$1,284,275
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, CA, FL, MD, NC, NY, OH, PA, TX, VA, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.