Best Investors
Account
Sign in
Best Investors
Account
Sign in
13435 Watertown Plank Road Suite 6, Elm Grove, WI 53122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2010-03-15 |
Branch Locations
13435 Watertown Plank Road Suite 6, Elm Grove, WI 53122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windermere Wealth Advisors, Llc | Elm Grove | WI | 03/2010 | 03/2024 |
| Windermere Wealth Advisors, Llc | Elm Grove | WI | 03/2024 | Present |
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.
Reach out to this advisor