Evan Badge (CRD# 6524780) is an Investment Advisor Representative working at Cuso Financial Services in Madison Heights, MI and has over 7 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Apr 2020 - Current | 4 |
| Dfcu Financial | Dearborn, MI | Apr 2020 - Current | 4 |
| Infinex Investments, Inc. | Meriden, CT | May 2018 - Mar 2020 | 1 |
| Flagstar Bank | Grand Rapids, MI | May 2018 - Mar 2020 | 1 |
| Jackson National Life Distributors, LLC | Franklin, TN | Jun 2016 - May 2018 | 1 |
| Jackson National Life | East Lansing, MI | Aug 2015 - Jun 2016 | < 1 |
| Jackson National Life Distributors, LLC | Denver, CO | Jun 2015 - Aug 2015 | < 1 |
| Jackson National Life | East Lansing, MI | Feb 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- MI
- TX
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Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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