Evan Alexander Harris

Employer firm

Evergreen Wealth Partners LLC CRD 335451

$405M regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 08/2025
  Lpl Financial, Llc
  Whitefish, MT
• 08/2025 → Present
  Evergreen Wealth Partners Llc
  Kalispell, MT
• 05/2016 → 08/2025
  Lpl Financial Llc
  Whitefish, MT

Previous Registrations

• 2012-10-29 → 2025-09-02
  Lpl Financial Llc
  Bellevue, WA
  Kalispell, MT
• 2014-09-19 → 2016-05-12
  Boone Wealth Advisors, Llc
  Bellevue, WA

Other Businesses

1) Licensed insurance agent; Not investment-related; 104 Westview Park Place, Suite 100; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours. 2) Harris Financial Real Estate, LLC; Not investment-related; 305 Lincoln St, Kalispell, MT. 59901; Business entity for real-estate; Owner; 03/15/2024; 5 hours per month; 0 during trading hours; Owner and manager of the LLC 3) Lighthouse Christian Home; Not investment-related; 384 N Somers Rd, Kalispell, MT. 59901; Assisted living center; Board Member; 1/16/2025; 10 hours per month; 0 during trading hours; Traditional board member role

Exams

• S66 Uniform Combined State Law Examination
  2012-06-19