Everoak Wealth Co
Financial Planning, Asset Management, Corporate Asset Management, Retirement Plan Consulting, Business Exit Planning, Tax Strategy & Planning Certain individuals associated with EverOak Wealth Co. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc.(“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with EverOak Wealth Co. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. EverOak Wealth Co. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
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Verified contacts
12
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
61
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- JG
Jeff Gelais
Director of Financial Planning · Finance & Accounting
EmailPhone - AL
Alex Lippert
Partner · General Business & Management
EmailPhone - JM
Joel Malick
Partner · General Business & Management
EmailPhone - RW
Randy Ward
Partner · General Business & Management
EmailPhone - TW
Tim Watson
Partner · General Business & Management
EmailPhone - VM
Vicky Mengfei Li
Paraplanner and Trading Operations Associate · Other
EmailPhone - KR
Kelly Robertson
Director of Compliance · Finance & Accounting
EmailPhone - JF
Jim Fredrick
Partner · General Business & Management
EmailPhone - JF
Jim Fredrick
Partner · General Business & Management
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Everoak Wealth Co
6 distinct titles indexed · top 6 shown.
- 6partner
- 1director of compliance
- 1director of financial planning
- 1financial advisor
- 1i work at a school
- 1paraplanner and trading operations associate
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