Jeffrey
Gorsline
Evergreen Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeffrey Gorsline is a financial advisor who works out of Williamston, Michigan who has 8 years of industry experience. Gorsline is an employee of Evergreen Wealth Management, LLC. During their career, the advisor has held roles at Evergreen Wealth Management, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Weekend Survival Kits, Inc. Gorsline maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Florida, Michigan and Texas. Evergreen Wealth Management, LLC is a firm that has its headquarters in Williamston, MI. The company has offices in two locations and a total of seven advisors. It controls $143 million in total assets across its 1,243 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,243 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in investable assets. Evergreen Wealth Management, LLC provides a set of services, such as portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on which service is offered. However, fees charged by Evergreen Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Evergreen Wealth Management, LLC Brokerage Details
$142,919,041
7
1,243
$114,979
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeffrey Gorsline Work History
Jeffrey has been registered as a financial advisor for 8 years.*
Evergreen Wealth Management
Weekend Survival Kits, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*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 Jeffrey Gorsline 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 Evergreen Wealth Management, LLC
Williamston, MI
Williamston, MI
Williamston, MI
Perrysburg, OH
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
