Evan
Wontor
Xypn Invest
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About this Advisor
Evan Wontor is a financial advisor based in Richland Center, Wisconsin, working with Xypn Invest. Evan has previously held positions at Capital Wealth Advisory Group, University Of Wisconsin Superior, and Ameriprise Financial Services, Inc. Evan has passed the Series 66 regulatory exam and is registered to provide services in California, Montana, and Texas. Currently, Evan is part of Xypn Invest, which operates out of Richland Center, Wisconsin. The firm has 10 offices and 10 employees. The firm manages assets totaling $133.3 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Xypn Invest includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Xypn Invest Brokerage Details
$133,274,180
10
1,451
$91,850
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Evan Wontor Work History
Ameriprise Financial Services, Inc
University Of Wisconsin Superior
Capital Wealth Advisory Group
Disclosures
Please visit the SEC profile of Evan Wontor 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 Xypn Invest
Bozeman, MT
Bozeman, MT
Richland Center, WI
Bozeman, MT
Bozeman, MT
Bozeman, MT
Georgetown, KY
Swansea, MA
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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