Eves&haines Wealth Management

Eves&haines Wealth Management (CRD# 171501) is a financial advisory firm headquartered in Greeley, CO. They manage $2,610,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $108,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CO

Financial Advisors at Eves&haines Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Glenda S. Haines
CRD#: 6336804
4627 W. 20th St Rd, Suite B, Greeley, CO 80634
88
Wealthminder
score

Glenda Haines (CRD# 6336804) is an Investment Advisor Representative working at Eves&haines Wealth Management in Greeley, CO and has over 2 years of experience in the finance industry.

2
Jesse D. Eves
CRD#: 6166555
4627 W. 20th St Rd, Suite B, Greeley, CO 80634
68
Wealthminder
score

Jesse Eves (CRD# 6166555) is an Investment Advisor Representative working at Eves&haines Wealth Management in Greeley, CO and has over 2 years of experience in the finance industry.

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