Jenna
Laws

Evexia Wealth, LLC

CRD#5680395
Investment Advisor
in Stevens Point, WI

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About this Advisor

Jenna Laws is a financial advisor based in Stevens Point, Wisconsin, working with Evexia Wealth, LLC. Jenna has previously held positions at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC, and Evexia Wealth, LLC. Jenna has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Jenna 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 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

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

Jenna Laws Work History

2023 - Present (1 year)

Evexia Wealth, LLC

2019 - Present (5 years)

Thrivent Advisor Network, LLC

2009 - 2019 (10 years)

Thrivent Investment Management Inc

2009 - 2019 (10 years)

Thrivent Financial For Lutherans

Disclosures

Please visit the SEC profile of Jenna 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

Justin Kelly
Wilsonville, OR
Jessica Henrickson
Oregon City, 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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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.

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