Evan Fennema (CRD# 7068642) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Joseph, MI and has over 4 years of experience in the finance industry.
CRD# 2726535
Edward Jones
CRD# 5529779
Lpl Financial LLC
CRD# 6009129
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | St. Joseph, MI | Dec 2022 - Current | 1 |
| Grand Valley State University | Allendale, MI | Aug 2017 - Current | 6 |
| Securities America Advisors | Hudsonville, MI | May 2021 - Dec 2022 | 1 |
| Securities America, Inc. | Hudsonville, MI | Sep 2020 - Dec 2022 | 2 |
| Focused Tax Solutions | Hudsonville, MI | Jan 2019 - Dec 2021 | 2 |
| Grasscutters Landscape | Caledonia, MI | Jun 2017 - Aug 2018 | 1 |
| Calvin Klien | Byron Center, MI | Jun 2015 - Mar 2017 | 1 |
| Student | Grand Rapids, MI | May 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- IN
- MI
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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