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Current Employers
Evergreen Wealth Management, Llc

319 W Grand River Ave, Williamston, MI 48895 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-06-07
  • OH RA
    APPROVED
    Since 2016-06-07

Branch Locations

319 W Grand River Ave, Williamston, MI 48895 • United States

27121 Oakmead Dr. - Suite B, Perrysburg, OH 43551 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evergreen Wealth Management, Llc Perrysburg OH 04/2016 Present
Evergreen Wealth Management, Llc Williamston MI 05/2016 Present
Other Businesses

Andrew Jonathan Nutter is a licensed insurance agent. From time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Evergreen Wealth Management always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Evergreen Wealth Management in their capacity as a licensed insurance agent. Evergreen Capital Funds, LLC; investment related: Yes; Location of the business: 27121 Oakmead Dr. Suite B. Perrysburg, OH 43551; Description of the business: Evergreen Capital Funds, LLC is the general partner to the Evergreen Capital Appreciation, LP. The Hedge Fund is structured as a Private Investment Partnership. The partnership's objective is to achieve a long-term capital appreciation for investors. The Partnership seeks to achieve this objective by investing the Partnership's assets based on the general principles of value investing. The Partnership is not registered as an investment company under the Investment Company Act of 1940, as amended (the "Investment Company Act"), in reliance upon Section 3(c)(1) thereof.; Position Title: Managing Member, General Partner; Responsibilities Duties: General Partner is primarily responsible for the management of the Partnership.; Start date with business: 01/2021; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-07
  • S65 Uniform Investment Adviser Law Examination
    2016-06-07

View on SEC IAPD

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