Stephen Hanley (CRD# 4647573) is an Investment Advisor Representative working at Evergreen Wealth Management, LLC in Perrysburg, OH and has over 19 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evergreen Wealth Management | Williamston, MI | Jan 2015 - Current | 9 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2015 - Apr 2015 | < 1 |
| Camelot Portfolios, LLC | Maumee, OH | Jan 2008 - Dec 2014 | 6 |
| Next Financial Group Inc. | Bowling Green, OH | Mar 2003 - Dec 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- OH
-
Total Assets Under Management175MILLIONS
-
Total Number of Accounts1,307ACCOUNTS
-
Average Account Value$133,535
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, IN, MI, OH, TX
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