Joseph
Watson
Evexia Wealth, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Joseph Watson is a certified financial planner who works in Stevens Point, Wisconsin. Watson is on the advisory team at Evexia Wealth, LLC. Throughout their career, they have worked at Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, Evexia Wealth, LLC, Thrivent Financial For Lutherans and Thrivent Investment Management Inc. Watson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Wisconsin. Evexia Wealth, LLC is an advisory business operating out of Stevens Point, WI. The company has offices in five locations and a total of 19 employees. It manages $192 million in assets among its 1,000 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,000 customer accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which service is offered. Fees billed by Evexia Wealth, LLC most likely consist of some combination of asset-based, hourly and fixed 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.
Evexia Wealth, LLC Brokerage Details
$192,332,373
19
1,000
$192,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Watson Work History
Joseph has been registered as a financial advisor for 0 years.*
Evexia Wealth, LLC
Thrivent Advisor Network, LLC
Purshe Kaplan Sterling Investments
Thrivent Financial For Lutherans
Thrivent Investment Management 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 Joseph Watson 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 Evexia Wealth, LLC
Oregon City, OR
Stevens Point, WI
Wilsonville, OR
Stevens Point, WI
Stevens Point, WI
Stevens Point, WI
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.
