Kenneth Lyle Evason

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 03/2024
  Windermere Wealth Advisors, Llc
  Elm Grove, WI
• 03/2024 → Present
  Windermere Wealth Advisors, Llc
  Elm Grove, WI

Previous Registrations

• 2001-07-20 → 2010-01-15
  Jacobus Wealth Management Inc
  Milwaukee, WI

Other Businesses

KEN EVASON IS THE MANAGING MEMBER OF EVASON INVESTMENT, LLC, LOCATED AT 15815 MARK DRIVE, BROOKFIELD, WI 53005. THIS IS A LLC FORMED IN 2000 FOR THE PURPOSE OF HOLDING FAMILY INVESTMENTS. ALL OF THE MEMBERS ARE MEMBERS OF HIS IMMEDIATE FAMILY. HE SPENDS 3 TO 5 HOURS PER MONTH ON THIS BUSINESS, MOSTLY AFTER TRADING HOURS.

Designations

• Chartered Financial Analyst