Jeffrey D. Gorsline

EVERGREEN WEALTH MANAGEMENT

Williamston, MI 48895

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CRD#: 3239000

Professional summary

Jeffrey Dale Gorsline, who also goes by Jeff Dale Gorsline, Jeff Gorsline, is a registered financial advisor currently at EVERGREEN WEALTH MANAGEMENT, LLC located in Williamston, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Dale Gorsline | Jeff Gorsline

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Dale Gorsline's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 28, 2015 - Present

EVERGREEN WEALTH MANAGEMENT, LLC

Office #1: 319 W Grand River Ave, Williamston, MI 48895

RIA

CRD#: 174090

Williamston, MI

Past

August 19, 2011 - April 3, 2015

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

WILLIAMSTON, MI

Past

August 15, 2011 - April 3, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

WILLIAMSTON, MI

Past

May 18, 2010 - August 16, 2011

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

WILLIAMSTON, MI

Past

June 18, 2004 - August 16, 2011

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

WILLIAMSTON, MI

Past

January 26, 2004 - May 6, 2004

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

July 14, 1999 - January 7, 2004

HANTZ FINANCIAL SERVICES, INC.

CRD#: 46047

SOUTHFIELD, MI

Past

July 7, 1999 - July 15, 1999

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVERGREEN WEALTH MANAGEMENT, LLC

EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC

CRD#: 174090 / SEC#: 801-125737

RIA

Registered Investment Advisory firm - (5/27/2022 Approved)

Florida

Registered Investment Advisory firm - (6/20/2022 Terminated)

Michigan

Registered Investment Advisory firm - (6/30/2022 Terminated)

Ohio

Registered Investment Advisory firm - (6/21/2022 Terminated)

Texas

Registered Investment Advisory firm - (6/20/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(4/26/2019)

IAR

Michigan
(1/28/2015)

IAR

Texas
(3/10/2016)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/25/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/9/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/3/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/1999

General Securities Representative Examination

Current Firm

EVERGREEN WEALTH MANAGEMENT, LLC

EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC

CRD#: 174090 / SEC#: 801-125737

RIA

Registered Investment Advisory firm - (5/27/2022 Approved)

Florida

Registered Investment Advisory firm - (6/20/2022 Terminated)

Michigan

Registered Investment Advisory firm - (6/30/2022 Terminated)

Ohio

Registered Investment Advisory firm - (6/21/2022 Terminated)

Texas

Registered Investment Advisory firm - (6/20/2022 Terminated)

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Contact information

Main Address

319 W Grand River Ave, Williamston, MI 48895

Mailing Address

Phone number

(517) 655-2118

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-EVERGREEN WEALTH MANAGEMENT (3/20/2026)

Regulatory assets under management

Total Number of Accounts	1,512
AUM (Assets Under Management)	$ 248,707,109

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey D. Gorsline

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Dale Gorsline's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERGREEN WEALTH MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

BANC ONE SECURITIES CORPORATION

HANTZ FINANCIAL SERVICES, INC.

VESTAX SECURITIES CORPORATION

Primary Firm SEC Registration

EVERGREEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/25/2010

Series 63

Date: 7/9/1999

SIE

Date: 4/3/2015

Series 7

Date: 7/6/1999

Current Firm

EVERGREEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERGREEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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