Evan M. Fricks

MASTERPLAN RETIREMENT CONSULTANTS

Marietta, GA 30064

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CRD#: 7358877

Professional summary

Evan Mark Fricks, who also goes by Evan Fricks, is a registered financial advisor currently at MASTERPLAN RETIREMENT CONSULTANTS located in Marietta, Georgia.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Evan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan Fricks

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.

Fricks and Associates, Inc.; Yes; Marietta, GA; Insurance business; Insurance Agent; 11/2018; 80/MO; 65/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Mark Fricks'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

November 1, 2023 - Present

MASTERPLAN RETIREMENT CONSULTANTS

Office #1: 410 Villa Rica Way Sw Suite 100, Marietta, GA 30064

RIA

CRD#: 171497

Marietta, GA

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

Alabama
(5/28/2024)

IAR

Florida
(3/21/2024)

IAR

Georgia
(11/20/2023)

IAR

Louisiana
(11/1/2023)

IAR

North Carolina
(11/1/2023)

IAR

South Carolina
(11/1/2023)

IAR

Texas
(11/1/2023)

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

State Security Law Exam

IAR

Series 65

Date: 9/19/2023

Uniform Investment Adviser Law Examination

Current Firm

MASTERPLAN RETIREMENT CONSULTANTS

MASTERPLAN RETIREMENT CONSULTANTS | MASTERPLAN WEALTH ADVISORS, INC. | MASTERPLAN WEALTH ADVISORS | MASTERPLAN RETIREMENT CONSULTANTS, INC.

CRD#: 171497 / SEC#:

Alabama

Registered Investment Advisory firm - (5/24/2024 Approved)

Florida

Registered Investment Advisory firm - (3/21/2024 Approved)

Georgia

Registered Investment Advisory firm - (5/30/2014 Approved)

Louisiana

Registered Investment Advisory firm - (4/4/2022 Approved)

North Carolina

Registered Investment Advisory firm - (4/7/2015 Approved)

South Carolina

Registered Investment Advisory firm - (4/17/2018 Approved)

Texas

Registered Investment Advisory firm - (5/3/2021 Conditional Restricted)

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Contact information

Main Address

410 Villa Rica Way Sw Suite 100, Marietta, GA 30064

Mailing Address

Phone number

(770) 980-9262

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Evan M. Fricks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Mark Fricks's CRS (Customer Relationship Summary).

Certified licenses

Experience

MASTERPLAN RETIREMENT CONSULTANTS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/19/2023

Current Firm

MASTERPLAN RETIREMENT CONSULTANTS

Contact information

Documents

Red Flags

Company Information

MASTERPLAN RETIREMENT CONSULTANTS

TRUST BUT VERIFY

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