Evergreen Capital Management Inc.

Evergreen Capital Management Inc. (CRD# 104670) is a financial advisory firm headquartered in Omaha, NE. They manage $13,267 in 207 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $64
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, NE, NJ

Financial Advisors at Evergreen Capital Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Charles Clemons
CRD#: 2950561
21209 Whitney Ave, Matteson, IL 60443
93
Wealthminder
score

Charles Clemons (CRD# 2950561) is an Investment Advisor Representative working at Evergreen Capital Management Inc. in Matteson, IL and has over 20 years of experience in the finance industry.

2
Michael L. Green
CRD#: 1780232
Suite 101, 909 North 96th Street, Omaha, NE 68114
93
Wealthminder
score

Michael Green (CRD# 1780232) is an Investment Advisor Representative working at Evergreen Capital Management Inc. in Omaha, NE and has over 30 years of experience in the finance industry.

3
Raymond J. Kozicki
CRD#: 4990749
4114 West 63 Street, Chicago, IL 60629
93
Wealthminder
score

Raymond Kozicki (CRD# 4990749) is an Investment Advisor Representative working at Evergreen Capital Management Inc. in Chicago, IL and has over 12 years of experience in the finance industry.

4
Nicholas D. Morris
CRD#: 6364148
Lockport, IL
90
Wealthminder
score

Nicholas Morris (CRD# 6364148) is an Investment Advisor Representative working at Evergreen Capital Management Inc. in Lockport, IL and has over 3 years of experience in the finance industry.

5
Patrick H. Hatchel
CRD#: 5840565
Englewood, NJ
69
Wealthminder
score

Patrick Hatchel (CRD# 5840565) is an Investment Advisor Representative working at Evergreen Capital Management Inc. in Englewood, NJ and has over 7 years of experience in the finance industry.

6
Earl J. Johnson
CRD#: 4274899
Suite 101, 909 North 96th Street, Omaha, NE 68114
63
Wealthminder
score

Earl Johnson (CRD# 4274899) is an Investment Advisor Representative working at Evergreen Capital Management Inc. in Omaha, NE and has over 17 years of experience in the finance industry.

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