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EL

Evan Lystiuk

KANE COMPANY WEALTH MANAGEMENT
Johnston, IA 50131-8001
Some features on this profile are disabled
CRD#: 7733431
EL

Professional summary


Evan Lystiuk, who also goes by Evan Michael Lystiuk, is a registered financial advisor currently at KANE COMPANY WEALTH MANAGEMENT, INC. located in Johnston, Iowa.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Evan has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Evan Michael Lystiuk

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.
AMWAY POSITION: Independent Business Owner NATURE: Amway is a business that sells products and does multi-level marketing. The products they sell are household products, beauty products, and nutritional products. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/18/2024 ADDRESS: 7575 Fulton St, Ada MI 49355, United States DESCRIPTION: I will be selling their products and doing multi-level marketing to make a little extra money on the side.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Evan Lystiuk'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

February 19, 2025 - Present

KANE COMPANY WEALTH MANAGEMENT, INC.

Office #1: 8831 Thomas Avenue Suite 200, Johnston, IA 50131-8001
RIA
CRD#: 115756
Johnston, IA
Past

June 5, 2024 - February 4, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
JOHNSTON, IA
Past

June 5, 2024 - February 4, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
JOHNSTON, IA
Past

January 1, 2024 - May 20, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
DAVENPORT, IA

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".
KANE COMPANY WEALTH MANAGEMENT, INC.
KANE COMPANY WEALTH MANAGEMENT, INC.
KANE COMPANY WEALTH MANAGEMENT PC | KANE COMPANY, P.C. | KANE COMPANY WEALTH MANAGEMENT, INC.

CRD#: 115756 / SEC#: 801-117373

RIA
Registered Investment Advisory firm - (9/24/2019 Approved)
Iowa
Registered Investment Advisory firm - (9/25/2019 Terminated)

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
Iowa
(2/19/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2024
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/29/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current Firm


KANE COMPANY WEALTH MANAGEMENT, INC.
KANE COMPANY WEALTH MANAGEMENT, INC.
KANE COMPANY WEALTH MANAGEMENT PC | KANE COMPANY, P.C. | KANE COMPANY WEALTH MANAGEMENT, INC.

CRD#: 115756 / SEC#: 801-117373

RIA
Registered Investment Advisory firm - (9/24/2019 Approved)
Iowa
Registered Investment Advisory firm - (9/25/2019 Terminated)
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Contact information


Main Address
8831 Thomas Avenue Suite 200, Johnston, IA 50131-8005
Mailing Address
Phone number
(515) 270-2727
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2B (1/21/2025)

Regulatory assets under management


Total Number of Accounts653
AUM (Assets Under Management)$ 220,023,746

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


KANE COMPANY WEALTH MANAGEMENT, INC.

KANE COMPANY WEALTH MANAGEMENT, INC.

CRD#: 115756Johnston, IA 50131-8001

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