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Pamela Lee Evason

Windermere Wealth Advisors, LLC

Elm Grove, WI

CRD 5771930

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Employer firm

Windermere Wealth Advisors, LLC CRD 153114

$84.2M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Windermere Wealth Advisors, Llc

13435 Watertown Plank Road Suite 6, Elm Grove, WI 53122 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2010-04-12
  • WI RA
    APPROVED
    Since 2010-04-12

Branch Locations

13435 Watertown Plank Road Suite 6, Elm Grove, WI 53122 • 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
Windermere Wealth Advisors, Llc Milwaukee WI 03/2012 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
GTG WEALTH MANAGEMENT, LLC
EDWARD JONES

Nearby Investors

Dean Arthur Strom
Michael Allen Dearing
Joshua Thomas Nett

Nearby Offices

LPL FINANCIAL LLC · ELM GROVE, WI
GTG WEALTH MANAGEMENT, LLC · ELM GROVE, WI
EDWARD JONES · Elm Grove, WI

More in Elm Grove, WI

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