AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
ES

Evan D. Salentine

ALONGSIDE
New Berlin, WI 53151
Some features on this profile are disabled
CRD#: 7398349
ES

Professional summary


Evan David Salentine is a registered financial advisor currently at ALONGSIDE, LLC located in New Berlin, Wisconsin.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Evan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE 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.
Salentine's ACT Prep - Not Investment Related - 1260 N 46th St, Milwaukee, WI 53208 - ACT Prep Tutoring - Owner - Start Date: 01/2018 - 10 hours per month (0 hours during trading hours) - Tutoring and marketing responsibilities StorageShopUSA-Caledonia - Not Investment Related - 1260 N 46th St, Milwaukee, WI 53208 - New Construction - Part-Owner - Start Date: 09/2024 - 10 hours per month (0 hours during trading hours) - Planning, development, and finished construction of new commercial condo development

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Evan David Salentine'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

June 2, 2025 - Present

ALONGSIDE, LLC

Office #1: 15350 W National Ave. Suite 214, New Berlin, WI 53151
RIA
CRD#: 333587
New Berlin, WI
Past

April 8, 2024 - July 7, 2025

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
New Berlin, WI
Past

August 28, 2023 - March 4, 2024

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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".
AL
ALONGSIDE, LLC
ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA
Registered Investment Advisory firm - (1/15/2025 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
Wisconsin
(6/2/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/8/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/28/2023
General Securities Representative Examination
General Industry/Product Exam

Current Firm


AL
ALONGSIDE, LLC
ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA
Registered Investment Advisory firm - (1/15/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
3711 S Mopac Expy Suite 150, Austin, TX 78746
Mailing Address
Phone number
(214) 563-1190
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (8 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

ALONGSIDE, LLC ADV PART 2A (5/28/2025)
0

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


ALONGSIDE, LLC

CRD#: 333587New Berlin, WI 53151

TRUST BUT VERIFY

Monitor Evan Salentine

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Shelly May Wohler
Shelly WohlerAdvisorCheck Check Mark
INDEPENDENT FINANCIAL PARTNERS
IAR
RR
Brookfield, WI
Casey John Berrall
Casey BerrallAdvisorCheck Check Mark
BKM WEALTH MANAGEMENT
IAR
Brookfield, WI
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics