Ward Douglas Cantrall

Employer firm

Evergreen Wealth CRD 168998

$1.18B regulatory AUM 198 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2018 → Present
  Evergreen Wealth A/K/A Crumly & Assoc.,Inc. & Troxell Financial
  Springfield, IL
• 01/2010 → 10/2018
  Marine Bank
  Springfield, IL

Other Businesses

(1) NAME OF OBA: AMERICAN LUNG ASSOCIATION; ADDRESS OF OBA: SPRINGFIELD, IL 62711; NATURE: FUNDRAISING AND EVENT OVERSIGHT; INVESTMENT RELATED: NO; RELATIONSHIP: COMMITTEE MEMBER; DUTIES: OVERSEE FUNDRAISING/EVENTS; START DATE: 08/2018; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (2) NAME OF OBA: INDEPENDENT INSURANCE AGENT; ADDRESS OF OBA: SPRINGFIELD, IL 62704; NATURE: SELLING FIXED PRODUCTS; INVESTMENT RELATED: NO; DUTIES: INDEPENDENT INSURANCE AGENT, SELLING FIXED INSURANCE PRODUCTS; START DATE:10/29/2018; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1

Designations

• Certified Financial Planner

Other Names

• Doug Cantrall