Stanley Kenneth Evans
AIF®Professional Summary
Stanley Kenneth Evans, AIF®, who also goes by Stan Evans, was a registered financial advisor. Stanley was a previously registered financial professional and started their career in finance 1981 - 2025. Stanley had worked at 9 firms and has passed the Series 63, Series 65, Series 3, Series 7, Series 22, Series 6, Series 23 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stan Evans
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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.
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Credentials
Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
EVANS WEALTH MANAGEMENT | STAN EVANS WEALTH MANAGEMENT, LLC DBA EVANS WEALTH MANAGEMENT | STAN EVANS FINANCIAL PLANNING, LLC
Contact Information
Main Address
300 Second Avenue Suite D, Gallipolis, OH 45631Phone Number
(740) 446-4200# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
665AUM (Assets Under Management)
$122,000,000Similar Advisors
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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.
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Primary Firm SEC Registration
EVANS WEALTH MANAGEMENT | STAN EVANS WEALTH MANAGEMENT, LLC DBA EVANS WEALTH MANAGEMENT | STAN EVANS FINANCIAL PLANNING, LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed May 1982About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1981About the Series 6 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Aug 1990Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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