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Jacob Delroy Bartz

Evexia Wealth, LLC

Stevens Point, WI

Bemidji, MN

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Current Employers
Evexia Wealth, Llc

1265 Main Street Suite 105, Stevens Point, WI 54481 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-02-18
  • MN RA
    APPROVED
    Since 2025-02-18

Branch Locations

1265 Main Street Suite 105, Stevens Point, WI 54481 • United States

Bemidji, MN • 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
Thrivent Advisory Network D/B/A Evexia Wealth Stevens Point WI 08/2020 12/2022
Goldleaf Partners Bloomington MN 09/2014 08/2020
Evexia Wealth, Llc Bemidji MN 01/2023 Present
  • 08/2020 → 12/2022
    Thrivent Advisory Network D/B/A Evexia Wealth
    Stevens Point, WI
  • 09/2014 → 08/2020
    Goldleaf Partners
    Bloomington, MN
  • 01/2023 → Present
    Bemidji, MN
Other Businesses

1) JD Properties of Minnesota Inc.; Not investment-related; Home address; Rental property ownership; President and CEO; Started 01/01/2020; 10 hours per month; 0 during trading hours; Overseeing property managers, working with service companies, collecting rents, and maintaining properties

Designations

View on SEC IAPD

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