EVENKIEHL, LLC – Your Trusted Financial Expert

Established in 2008, EVENKIEHL, LLC has been providing expert financial advice and services to its clients for over a decade. With a team of experienced and knowledgeable advisors, EVENKIEHL, LLC has helped numerous individuals and organizations achieve their financial goals and build a secure future. The firm’s commitment to their clients and expertise in the financial industry has made them a trusted and reputable name in the business.

How does the advisor help clients – Key Takeaways:

• Provides personalized financial planning and investment management services based on individual needs and goals
• Offers comprehensive financial solutions for wealth management, retirement planning, education planning, tax strategies, and more
• Utilizes a disciplined and research-driven approach to make smart investment decisions
• Gives honest and transparent advice to help clients make informed financial decisions
• Continuously monitors and adjusts strategies to ensure clients’ portfolios are aligned with their objectives

Facts and Insights

As of December 2021, EVENKIEHL, LLC manages over $500 million in assets under management with a team of 10 advisors. The firm’s track record of success and satisfied clients speaks to their credibility and expertise in the financial industry. EVENKIEHL, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and upholds the fiduciary standard, always putting their clients’ best interests first.

Assets Under Management, Number of Advisors, and Time in Business:

Financial Services Offered

EVENKIEHL, LLC offers a wide range of financial services to cater to their clients’ various needs and goals. Some of the services provided include:

• Wealth management
• Retirement planning
• Education planning
• Tax planning and strategies
• Estate planning
• Risk management
• Investment management
• Asset allocation

Client Types

EVENKIEHL, LLC serves a diverse range of clients, including individuals, families, small businesses, and nonprofit organizations. The firm’s advisors have extensive experience in working with clients from all walks of life and are dedicated to helping each client achieve their unique financial goals.

Fees & Compensation

EVENKIEHL, LLC believes in transparency when it comes to fees and compensation. The firm charges a fee for assets under management, which is a percentage of the total assets managed. The fee schedule is outlined in the firm’s Form ADV, available to clients upon request. The firm does not receive commissions or other forms of third-party compensation, ensuring their advice is always unbiased and in the best interest of their clients.

Background

EVENKIEHL, LLC was founded by John Evenkiehl and Michael Evenkiehl, brothers who shared a passion for helping others achieve financial success. They brought together a team of experienced and knowledgeable advisors to create a client-centric firm that provides expert financial advice and services. The firm’s core values of integrity, transparency, and accountability have been the guiding principles in building long-lasting relationships with their clients.

Financial Advisor Disclosures to Know

As a registered investment advisor, EVENKIEHL, LLC is required to disclose any potential conflicts of interest to their clients. The firm’s advisors must disclose any personal investments in securities they recommend to clients and any business affiliations. Additionally, any disciplinary actions or legal proceedings involving the firm or its advisors must be disclosed to clients.

With over a decade of experience and a commitment to helping clients achieve their financial goals, EVENKIEHL, LLC is the go-to financial expert for individuals and organizations. Their personalized approach and expert guidance have helped numerous clients build a secure and prosperous future. Contact EVENKIEHL, LLC today to learn how they can help you reach your financial objectives.