ME
Mark E. Eveans
MERITAGE PORTFOLIO MANAGEMENT
OVERLAND PARK, KS 66210
Some features on this profile are disabled
CRD#: 4332728
ME
Professional summary
Mark Everett Eveans is a registered financial advisor currently at MERITAGE PORTFOLIO MANAGEMENT, INC. located in Overland Park, Kansas.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mark has worked at 1 firm .
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.
INVESTMENT-RELATED. EBK TRUST COMPANY, 7500 COLLEGE BLVD., SUITE 1212, OVERLAND PARK, KS 66210. THE PRINCIPALS OF EVEANS BASH KLEIN, INC. COLLECTIVELY ARE BENEFICIAL OWNERS OF 100% OF THE PERSONAL TRUST HOLDING COMPANY, WHICH IS THE 100% OWNER OF EBK TRUST COMPANY, PURCHASED IN MAY, 1992. MARK E. EVEANS IS VICE-CHAIRMAN; OWNERSHIP POSITION IS 40%.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Everett Eveans'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
July 9, 1991 - Present
MERITAGE PORTFOLIO MANAGEMENT, INC.
Office #1: 7500 College Blvd., Suite 1212, Overland Park, KS 66210RIA
CRD#: 107177
OVERLAND PARK, KS
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".
MP
MERITAGE PORTFOLIO MANAGEMENT, INC.
EVEANS BASH KLEIN | MERITAGE PORTFOLIO MANAGEMENT, INC. | EVEANS BASH MAGRINO & KLEIN INC | EVEANS BASH KLEIN, INC.
CRD#: 107177 / SEC#: 801-39348
RIA
Registered Investment Advisory firm - (6/28/1991 Approved)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
Kansas(7/9/1991)
Exams
Current Firm
MP
MERITAGE PORTFOLIO MANAGEMENT, INC.
EVEANS BASH KLEIN | MERITAGE PORTFOLIO MANAGEMENT, INC. | EVEANS BASH MAGRINO & KLEIN INC | EVEANS BASH KLEIN, INC.
CRD#: 107177 / SEC#: 801-39348
RIA
Registered Investment Advisory firm - (6/28/1991 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
7500 College Blvd Suite 1212, Overland Park, KS 66210
Mailing Address
Phone number
(913) 345-7000
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,480 |
| AUM (Assets Under Management) | $ 2,416,719,874 |
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.
Company Information
MERITAGE PORTFOLIO MANAGEMENT, INC.
CRD#: 107177Overland Park, KS 66210TRUST BUT VERIFY
Monitor Mark Eveans
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
