Evan Wolk, financial advisor Delray Beach FL

Evan Wolk

CRD Number: 4604354
Current Firm: Ameriprise Financial Services, LLC

Evan Wolk (CRD# 4604354) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Delray Beach, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Boca Raton, FL May 2021 - Current 2
Securities America, Inc. Parkland, FL Nov 2020 - May 2021 < 1
Securities America Advisors, Inc. Parkland, FL Nov 2020 - May 2021 < 1
Kms Financial Services, Inc. Seattle, WA Jun 2013 - Nov 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Evan L. Wolk
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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