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GE

Grant A. Evans

TRUE NORTH WEALTH
PARKER CITY, IN 47368
Some features on this profile are disabled
CRD#: 6745496
GE

Professional summary

Grant Alan Evans, who also goes by Grant A Evans, is a registered financial advisor currently at TRUE NORTH WEALTH located in Parker City, Indiana.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Grant has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Grant A Evans

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.
Grant Evans is the owner of Evans Basketball Academy, LLC DBA True North Basketball is a business that provides basketball lessons, fitness plans, & basketball & fitness consulting services. This business is not investment-related. The business start date is March of 2025 & Grant spends aproximately 4 hours per month in this role with no hours taking place during securities trading hours. As the owner, Grant assists in basketball training lessons, fitness coaching, & consulting to basketball players & individuals of all ages.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Alan Evans'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®
None

Experience

Current

October 29, 2024 - Present

TRUE NORTH WEALTH

Office #1: 12703 Sr 32 Suite 100, Parker City, IN 47368
RIA
CRD#: 333452
PARKER CITY, IN
Past

June 19, 2020 - October 30, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
ANDERSON, IN
Past

June 19, 2020 - October 30, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
ANDERSON, IN
Past

August 15, 2017 - June 22, 2020

EDWARD JONES

RIA
CRD#: 250
Muncie, IN
Past

July 26, 2017 - June 22, 2020

EDWARD JONES

BD
CRD#: 250
Muncie, 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.

Highlighted states indicate IAR registrations

IAR
Indiana
(10/29/2024)
IAR
Texas
(12/3/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/11/2017
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: 7/26/2017
General Securities Representative Examination

Current Firm

TN
TRUE NORTH WEALTH
GRANT EVANS WEALTH MANAGEMENT, LLC | TRUE NORTH WEALTH

CRD#: 333452 / SEC#:

Indiana
Registered Investment Advisory firm - (10/29/2024 Approved)
Texas
Registered Investment Advisory firm - (11/19/2024 Conditional Restricted)
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Contact information

Main Address
12703 Sr 32 Suite 100, Parker City, IN 47368
Mailing Address
Po Box 424, Selma, IN 47383
Phone number
(765) 717-5384
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts188
AUM (Assets Under Management)$ 17,163,143

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

TRUE NORTH WEALTH

CRD#: 333452Parker City, IN 47368

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