Adam Evenson, financial advisor Northfield MN

Adam Evenson

CRD Number: 4656930
Current Firm: Cambridge Investment Research Advisors, Inc.

Adam Evenson (CRD# 4656930) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Northfield, MN and has over 20 years of experience in the finance industry.

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Wealth Enhancement Advisory Services, LLC
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2020 - Current 3
Cambridge Investment Research Fairfield, IA Apr 2020 - Current 3
Studying Lonsdale, MN Feb 2019 - Current 5
Lpl Financial LLC Lonsdale, MN Nov 2017 - Feb 2019 1
Frandsen Bank & Trust Lonsdale, MN Feb 2007 - Feb 2019 12
Investment Centers Of America, Inc. Dundas, MN Mar 2007 - Nov 2017 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Adam S. Evenson
Phone Number: 641-472-5100
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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