Everett Wealth Solutions, Inc.

Everett Wealth Solutions, Inc. (CRD# 151725) is a financial advisory firm headquartered in Forest Park, IL. They manage $23,260,000 in 226 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
407 Marengo Avenue, Forest Park, IL 60130
https://www.facebook.com/everettwealthsolutions
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $102,920
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Everett Wealth Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Christine Everett - Frantonius, financial advisor Forest Park IL
Christine M. Everett - Frantonius
CRD#: 1883997
407 Marengo Avenue, Forest Park, IL 60130

Christine Everett - Frantonius (CRD# 1883997) is an Investment Advisor Representative working at Everett Wealth Solutions, Inc.(EWS) in Forest Park, IL and has over 30 years of experience in the finance industry.

 

Everett Wealth Solutions, Inc. (EWS) offers a Fiduciary level of service as a Registered Investment Advisor. EWS provides financial and retirement planning, asset management, and college planning services inside a 4-Step Process. Whether you are building wealth or have achieved significant wealth, EWS can become an important fiduciary resource as you create your personal wealth solution. We vow to listen intently and know you very well, to help reduce wealth leaks, preserve the assets you have accumulated and reallocate them for your retirement years - so the journey is a pleasant one.

 

 

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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