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EH

Evan A. Harris

EVERGREEN WEALTH PARTNERS LLC
KALISPELL, MT 59901
Some features on this profile are disabled
CRD#: 5942008
EH

Professional summary

Evan Alexander Harris is a registered financial advisor currently at EVERGREEN WEALTH PARTNERS LLC located in Kalispell, Montana.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Evan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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) Licensed insurance agent; Not investment-related; 104 Westview Park Place, Suite 100; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours. 2) Harris Financial Real Estate, LLC; Not investment-related; 305 Lincoln St, Kalispell, MT. 59901; Business entity for real-estate; Owner; 03/15/2024; 5 hours per month; 0 during trading hours; Owner and manager of the LLC 3) Lighthouse Christian Home; Not investment-related; 384 N Somers Rd, Kalispell, MT. 59901; Assisted living center; Board Member; 1/16/2025; 10 hours per month; 0 during trading hours; Traditional board member role

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Alexander Harris'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

August 28, 2025 - Present

EVERGREEN WEALTH PARTNERS LLC

Office #1: 104 Westview Park Place Suite 100, Kalispell, MT 59901
RIA
CRD#: 335451
KALISPELL, MT
Past

May 20, 2016 - September 2, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
KALISPELL, MT
Past

September 19, 2014 - May 12, 2016

BOONE WEALTH ADVISORS, LLC

RIA
CRD#: 116682
BELLEVUE, WA
Past

October 29, 2012 - October 30, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
KALISPELL, MT
Past

October 29, 2012 - September 2, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
KALISPELL, MT
Past

April 25, 2012 - June 22, 2012

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
BELLEVUE, WA

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".
EW
EVERGREEN WEALTH PARTNERS LLC
EVERGREEN WEALTH PARTNERS LLC | WILLAMETTE WEALTH PARTNERS | HARRIS FINANCIAL

CRD#: 335451 / SEC#: 801-132887

RIA
Registered Investment Advisory firm - (5/30/2025 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
Montana
(8/28/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/19/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/24/2012
General Securities Representative Examination

Current Firm

EW
EVERGREEN WEALTH PARTNERS LLC
EVERGREEN WEALTH PARTNERS LLC | WILLAMETTE WEALTH PARTNERS | HARRIS FINANCIAL

CRD#: 335451 / SEC#: 801-132887

RIA
Registered Investment Advisory firm - (5/30/2025 Approved)
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Contact information

Main Address
104 Westview Park Place Suite 100, Kalispell, MT 59901
Mailing Address
Phone number
(406) 862-4400
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVERGREEN WEALTH DISCLOSURE BROCHURE (9/22/2025)

Regulatory assets under management

Total Number of Accounts1,590
AUM (Assets Under Management)$ 360,110,990

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

EVERGREEN WEALTH PARTNERS LLC

CRD#: 335451Kalispell, MT 59901

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Contact information

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