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Evergreen Capital Management Inc CRD 104670
$30.2M regulatory AUM 76 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
909 North 96Th Street Suite101, Omaha, NE 68114-2508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
| IA | RA | APPROVED | 2019-10-04 |
Branch Locations
909 North 96Th Street Suite101, Omaha, NE 68114-2508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Capital Management, Inc. | Omaha | NE | 10/1989 | Present |
ADJUNCT PROFESSOR OF FINANCE AT CREIGHTON UNIVERSITY IN OMAHA, NE SINCE AUGUST 2012. THE POSITION REQUIRES APPROXIMATELY 10-12 HOURS PER MONTH DURING THE SCHOOL YEAR; AUGUST-MAY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-23 |
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