AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AN

Andrew Jonathan Nutter

EVERGREEN WEALTH MANAGEMENT
Perrysburg, OH
·CRD# 6060104·10 years experience

Professional Summary

Andrew Jonathan Nutter is a registered financial advisor currently at EVERGREEN WEALTH MANAGEMENT, LLC located in Perrysburg, Ohio. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Andrew has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#
View profile
QS
Quinten Smith

LINCOLN INVESTMENT

Princeton, TX · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
QS
Quinten Smith

LINCOLN INVESTMENT

Princeton, TX · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
QS
Quinten Smith

LINCOLN INVESTMENT

Princeton, TX · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
QS
Quinten Smith

LINCOLN INVESTMENT

Princeton, TX · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#

Years of Experience

10 years in the financial services industry

Current & Past Employments

EVERGREEN WEALTH MANAGEMENT, LLC·CRD# 174090
RIA
27121 Oakmead Dr. - Suite B, Perrysburg, OH 43551
June 7, 2016 - Present

Similar Advisors

MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
QS
Quinten Smith

LINCOLN INVESTMENT

Princeton, TX · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#

Current Firm

EW
EVERGREEN WEALTH MANAGEMENT, LLC

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

CRD#: 174090 / SEC#: 801-125737
RIA
Registered Investment Advisory firm - SEC (5/27/2022 Approved)
Florida
Registered Investment Advisory firm - Florida (6/20/2022 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (6/30/2022 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (6/21/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (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).

Contact Information

Main Address

319 W Grand River Ave, Williamston, MI 48895

Phone Number

(517) 655-2118

# of Employees

8

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US 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

Similar Advisors

MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
QS
Quinten Smith

LINCOLN INVESTMENT

Princeton, TX · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Andrew Jonathan Nutter is a licensed insurance agent. From time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Evergreen Wealth Management always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Evergreen Wealth Management in their capacity as a licensed insurance agent. Evergreen Capital Funds, LLC; investment related: Yes; Location of the business: 27121 Oakmead Dr. Suite B. Perrysburg, OH 43551; Description of the business: Evergreen Capital Funds, LLC is the general partner to the Evergreen Capital Appreciation, LP. The Hedge Fund is structured as a Private Investment Partnership. The partnership's objective is to achieve a long-term capital appreciation for investors. The Partnership seeks to achieve this objective by investing the Partnership's assets based on the general principles of value investing. The Partnership is not registered as an investment company under the Investment Company Act of 1940, as amended (the "Investment Company Act"), in reliance upon Section 3(c)
(1) thereof.; Position Title: Managing Member, General Partner; Responsibilities Duties: General Partner is primarily responsible for the management of the Partnership.; Start date with business: 01/2021; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.

Similar Advisors

MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
QS
Quinten Smith

LINCOLN INVESTMENT

Princeton, TX · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#

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 MANAGEMENT, LLC

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

CRD#: 174090 / SEC#: 801-125737
RIA
Registered Investment Advisory firm - SEC (5/27/2022 Approved)
Florida
Registered Investment Advisory firm - Florida (6/20/2022 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (6/30/2022 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (6/21/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (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.
IAR
Ohio
(6/7/2016)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2016About the Series 65 exam

Similar Advisors

MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
QS
Quinten Smith

LINCOLN INVESTMENT

Princeton, TX · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Jonathan Nutter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#
Brian Joseph Marchini
Brian Joseph Marchini

LPL ENTERPRISE, LLC

WHITE PLAINS, NY · CRD#
QS
Quinten Smith

LINCOLN INVESTMENT

Princeton, TX · CRD#
Marcus Delwin Dusenbury
Marcus Delwin Dusenbury

EDELMAN FINANCIAL ENGINES

LYNNWOOD, WA · CRD#
AN
Follow Andrew
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required