JE
John J. Evanich
ATIS,
Highland, IN 46322
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CRD#: 2661428
JE
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. 80% MANAGING PARTNER OF "EVOLUTION INVESTMENTS, LLC", WHICH WAS CREATED 08/06/2012 TO ACQUIRE THE OFFICE FACILITIES OF ATIS, INC., AND MANAGE THE PROFESSIONAL CONDO ASSOCIATION. TIME SPENT IS ABOUT 1 HOUR PER MONTH OUTSIDE OF WORK HOURS. 2. 80% owner of 2nd Half, LLC, created in December of 2024 to buy an office rental unit next door to unit 1 above. Less than an hour of time is spent managing this investment.
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).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 4, 2009 - Present
ATIS, INC
Office #1: 9717 Prairie Avenue, Highland, IN 46322Office #2: 9717 Prairie Avenue, Highland, IN 46322RIA
BD
CRD#: 148274
Highland, IN
Current
June 19, 2009 - Present
ATIS, INC
Office #1: 9717 Prairie Avenue, Highland, IN 46322Office #2: 9717 Prairie Avenue, Highland, IN 46322RIA
BD
CRD#: 148274
Highland, IN
Past
August 13, 2004 - June 17, 2009
AMERICAN TRUST INVESTMENT SERVICES, INC.
RIA
CRD#: 3001
CROWN POINT, IN
Past
October 9, 1995 - June 17, 2009
AMERICAN TRUST INVESTMENT SERVICES, INC.
BD
CRD#: 3001
CROWN POINT, IN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/27/2016)
RR
California(1/2/2020)
RR
Florida(3/2/2010)
RR
Illinois(7/1/2009)
IAR
Illinois(5/20/2021)
IAR
Indiana(6/4/2009)
RR
Indiana(6/22/2009)
RR
Kentucky(6/17/2021)
RR
Maine(8/5/2011)
RR
Michigan(6/14/2010)
RR
Montana(4/2/2013)
RR
North Dakota(6/22/2023)
RR
Ohio(11/13/2009)
RR
South Carolina(4/13/2022)
RR
South Dakota(8/13/2009)
RR
Texas(10/14/2009)
RR
Washington(1/8/2014)
RR
Wisconsin(7/22/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AI
ATIS, INC
ATIS | ATIS, INC | ATIS INVESTMENTS
CRD#: 148274 / SEC#: , 8-68004
Illinois
Registered Investment Advisory firm - SEC (5/20/2021 Approved)Indiana
Registered Investment Advisory firm - SEC (6/4/2009 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
9717 Prairie Avenue, Highland, IN 46322
Mailing Address
9717 Prairie Avenue, Highland, IN 46322
Phone number
(219) 836-2102
Established
Indiana since 01/08/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
3
FINRA licenses (17 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 | 215 |
| AUM (Assets Under Management) | $ 76,959,901 |
Red Flags
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Company Information
ATIS, INC
CRD#: 148274Highland, IN 46322TRUST BUT VERIFY
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