Steven
Evensen
Gerber Kawasaki Wealth & Investment Management
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About this Advisor
Steven Evensen is a certified financial planner operating in Santa Monica, California with 2 years of relevant experience. Evensen works at Gerber Kawasaki Wealth & Investment Management. During their career, the advisor has held roles at Safe Swim, Northwestern Mutual Investment Services LLC, Charles Schwab, Vanguard, Ace Parking, White Cloud Nutrition, Student, Edward Moyzes, Numexfx and Gerber Kawasaki Wealth & Investment Management. Evensen maintains a Series 63 license, certifying them as a securities broker, and is registered to advise clients in California. Gerber Kawasaki Wealth & Investment Management is a financial advisory firm operating out of Santa Monica, CA. It controls $2 billion in total assets across its 14,394 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 14,394 client accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually vary depending on which services the firm provides the client. Fees billed by Gerber Kawasaki Wealth & Investment Management may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gerber Kawasaki Wealth & Investment Management Brokerage Details
$2,194,533,583
46
14,394
$152,462
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Steven Evensen Work History
Steven has been registered as a financial advisor for 2 years.*
Gerber Kawasaki Wealth & Investment Management
Northwestern Mutual Investment Services LLC
Edward Moyzes
Charles Schwab
Vanguard
Numexfx
Ace Parking
White Cloud Nutrition
Safe Swim
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Evensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gerber Kawasaki Wealth & Investment Management
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
