John Joseph Evanich
Professional Summary
John Joseph Evanich is a registered financial advisor currently at ATIS, INC located in Highland, Indiana. John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. John has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 14, Series 51, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
ATIS | ATIS, INC | ATIS INVESTMENTS
Contact Information
Main Address
9717 Prairie Avenue, Highland, IN 46322Mailing Address
9717 Prairie Avenue, Highland, IN 46322Phone Number
(219) 836-2102Established
Indiana since 01/08/2007Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
4FINRA licenses (16 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EVANICH, JOHN JOSEPH | SHAREHOLDER/JOINT WITH SPOUSE, PRESIDENT, DIRECTOR, EXEC. REP., CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | 2661428 |
| EVANICH, LORI M | JOINT SHAREHOLDER/ SPOUSE WITH RIGHTS OF SURVIVORSHIP, DIRECTOR, SECRETARY | — |
| SCHULTZ, KURT FREDERICK | SHAREHOLDER, GENERAL PRINCIPAL | 1563024 |
| MASTEJ, JOSEPH STEVEN | SHAREHOLDER, OPERATIONS OFFICER | — |
| SEDAM, MICHAEL R | DIRECTOR | 7937139 |
Regulatory Assets Under Management
Total Number of Accounts
229AUM (Assets Under Management)
$96,274,106Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(1/27/2016)
(1/2/2020)
(3/2/2010)
(7/1/2009)
(5/20/2021)
(6/4/2009)
(6/22/2009)
(6/17/2021)
(8/5/2011)
(6/14/2010)
(4/2/2013)
(6/22/2023)
(11/13/2009)
(4/13/2022)
(10/14/2009)
(1/8/2014)
(7/22/2010)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view John Joseph Evanich's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view John Joseph Evanich's CRS (Customer Relationship Summary).
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