Evergreen Capital Management Inc.

Evergreen Capital Management Inc. (CRD# 104670) is a financial advisory firm headquartered in Omaha, NE. They manage $35,334,000 in 366 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
909 North 96th Street, Suite101, Omaha, NE 68114
http://www.insightwealthplanning.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $96,541
Compensation Options
  • A percentage of assets under your management
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, IA, IL, NE

Financial Advisors at Evergreen Capital Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael Green, financial advisor Omaha NE
Michael L. Green
CRD#: 1780232
909 North 96th Street, Suite101, Omaha, NE 68114

Michael Green (CRD# 1780232) is an Investment Advisor Representative working at Evergreen Capital Management Inc. in Omaha, NE and has over 36 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals