Benjamin
Laws

Evexia Wealth, LLC

CRD#4671932
Investment Advisor
in Stevens Point, WI

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About this Advisor

Benjamin Laws is a financial advisor based in Stevens Point, Wisconsin, working with Evexia Wealth, LLC. Benjamin has previously held positions at Thrivent Financial For Lutherans, Thrivent Investment Management Inc, Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, and Evexia Wealth, LLC. Benjamin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Benjamin is part of Evexia Wealth, LLC, which operates out of Stevens Point, Wisconsin. The firm has 5 offices and 19 employees. The firm manages assets totaling $262.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Evexia Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1265 Main Street Suite 105
Stevens Point, WI 54481

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Evexia Wealth, LLC Brokerage Details

Total Assets Under Management

$262,545,484

WI Average: $2,826,565,184
Total Number of Employees

19

WI Average: 43
Total Number of Accounts

1,188

WI Average: 1,898
Average Account Size

$220,998

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Benjamin Laws Work History

2022 - Present (2 years)

Evexia Wealth, LLC

2019 - Present (5 years)

Thrivent Advisor Network, LLC

2019 - 2023 (4 years)

Purshe Kaplan Sterling Investments

2004 - 2019 (15 years)

Thrivent Financial For Lutherans

2004 - 2019 (15 years)

Thrivent Investment Management Inc

Disclosures

Please visit the SEC profile of Benjamin Laws 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

Jessica Henrickson
Oregon City, OR
Justin Kelly
Wilsonville, OR
Jenna Laws
Stevens Point, WI
Benjamin Laws
Stevens Point, WI
Joseph Watson
Stevens Point, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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