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1265 Main Street Suite 105, Stevens Point, WI 54481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-17 |
Branch Locations
Eau Claire, WI • United States
1265 Main Street Suite 105, Stevens Point, WI 54481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 03/2014 | 02/2018 |
| Royal Credit Union | Eau Claire | WI | 03/2014 | 02/2019 |
| Lpl Financial Llc | Menomonie | WI | 02/2018 | 02/2019 |
| Thrivent Investment Management Inc. | Eau Claire | WI | 02/2019 | 12/2020 |
| Evexia Wealth, Llc | Stevens Point | WI | 12/2022 | Present |
| Thrivent Investment Management Inc. Dba Evexia Wealth | Stevens Point | WI | 01/2021 | 12/2022 |
1) Licensed insurance agent; Investment-related; Eau Claire, WI, 54701; License maintained for insurance sales and implementation of insurance recommendations; No activity conducted; 0 hours per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-17 |
| S66 | Uniform Combined State Law Examination | 2008-12-06 |
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