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Evan Mark Fricks

Masterplan Retirement Consultants

Marietta, GA

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Current Employers
Masterplan Retirement Consultants

410 Villa Rica Way Sw Suite 100, Marietta, GA 30064 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-05-28
FL RA APPROVED 2024-03-21
GA RA APPROVED 2023-11-20
LA RA APPROVED 2023-11-01
NC RA APPROVED 2023-11-01
SC RA APPROVED 2023-11-01
TX RA APPROVED 2023-11-01
  • AL RA
    APPROVED
    Since 2024-05-28
  • FL RA
    APPROVED
    Since 2024-03-21
  • GA RA
    APPROVED
    Since 2023-11-20
  • LA RA
    APPROVED
    Since 2023-11-01
  • NC RA
    APPROVED
    Since 2023-11-01
  • SC RA
    APPROVED
    Since 2023-11-01
  • TX RA
    APPROVED
    Since 2023-11-01

Branch Locations

410 Villa Rica Way Sw Suite 100, Marietta, GA 30064 • 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
Masterplan Retirement Consultants, Inc. Marietta GA 10/2023 Present
Masterplan Retirement Consultants, Inc. Marietta GA 11/2018 Present
Charter Coffeehouse Brooklyn NY 10/2016 11/2018
Blue Bottle Brooklyn NY 04/2015 10/2016
Fricks And Associates, Inc. Marietta GA 11/2018 Present
  • 10/2023 → Present
    Masterplan Retirement Consultants, Inc.
    Marietta, GA
  • 11/2018 → Present
    Masterplan Retirement Consultants, Inc.
    Marietta, GA
  • 10/2016 → 11/2018
    Charter Coffeehouse
    Brooklyn, NY
  • 04/2015 → 10/2016
    Blue Bottle
    Brooklyn, NY
  • 11/2018 → Present
    Fricks And Associates, Inc.
    Marietta, GA
Other Businesses

Fricks and Associates, Inc.; Yes; Marietta, GA; Insurance business; Insurance Agent; 11/2018; 80/MO; 65/MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-19
  • S65 Uniform Investment Adviser Law Examination
    2023-09-19
Other Names
  • Evan Fricks

View on SEC IAPD

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THIRD ACT RETIREMENT PLANNING, INC.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
TRUIST ADVISORY SERVICES, INC.

Other Investors

WILLIAM SAMUEL ALLEN
JONATHAN ANDREW BRUMMEL
ATHANASIOS NICK BAFAS
JOHN MICHAEL DICZOK
LOIS ANN BAFAS
CHRISTOPHER DENNIS WRIGHT
BENITO CANALES
Erica L Carson

Other Offices

SENTARA CAPITAL · MARIETTA, GA
ANOVEST INVESTMENT ADVISORS · MARIETTA, GA
THIRD ACT RETIREMENT PLANNING, INC. · MARIETTA, GA
OSAIC WEALTH, INC. · MARIETTA, GA
WELLS FARGO CLEARING SERVICES, LLC · MARIETTA, GA
EDWARD JONES · Marietta, GA
FIFTH THIRD SECURITIES, INC. · MARIETTA, GA
TRUIST ADVISORY SERVICES, INC. · MARIETTA, GA

More in Marietta, GA

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