Evan Henderson
Financial Planner helping people grow their wealth by making the most of their income
- Role
- Financial Advisor at Northright Financial
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
About Evan Henderson
I am a CERTIFIED FINANCIAL PLANNER™ with a demonstrated history of working in the financial services industry. In addition to the CERTIFIED FINANCIAL PLANNER™ mark, I currently hold my Series 7 and Series 66 License as well as Life and Health Insurance Licenses. I am passionate about helping individuals and families achieve their financial goals through creating a comprehensive financial plan. I help individuals and families get their money working for them!
Experience
Financial Advisor
Jul 2019 — Present · Appleton, WI, US
Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory Services offered through N.E.W. Advisory Services, LLC.
Education
St. Mary Springs Academy High School
High School, College Preperatory
2009 — 2013
University of Wisconsin–Oshkosh
Bachelor's Degree, Finance, General and Economics
2013 — 2017
Skills
- Microsoft Word
- Customer Service
- English
- Time Management
- Series 66
- Powerpoint
- Microsoft Excel
- Research
- Access
- Microsoft Office
- Public Speaking
- Social Media
- Teamwork
- Communication
- Photoshop
- Series 7
- Leadership
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