John T. Evans

MARIETTA INVESTMENT PARTNERS

MILWAUKEE, WI 53202

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CRD#: 851671

Professional summary

John Thadewald Evans is a registered financial advisor currently at MARIETTA INVESTMENT PARTNERS, LLC located in Milwaukee, Wisconsin.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. John has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Thadewald Evans'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 16, 2000 - Present

MARIETTA INVESTMENT PARTNERS, LLC

Office #1: 100 East Wisconsin Avenue Suite 2650, Milwaukee, WI 53202

RIA

CRD#: 108479

MILWAUKEE, WI

Past

January 16, 1980 - February 8, 2000

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

May 1, 1978 - January 16, 1980

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 719

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".

MARIETTA INVESTMENT PARTNERS, LLC

CRD#: 108479 / SEC#: 801-57179

RIA

Registered Investment Advisory firm - (1/20/2000 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

Texas
(2/16/2000)

IAR

Wisconsin
(5/1/2000)

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: 11/26/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/15/1978

General Securities Representative Examination

Current Firm

MARIETTA INVESTMENT PARTNERS, LLC

CRD#: 108479 / SEC#: 801-57179

RIA

Registered Investment Advisory firm - (1/20/2000 Approved)

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Contact information

Main Address

833 East Michigan Street Suite 980, Milwaukee, WI 53202

Mailing Address

Phone number

(414) 289-9080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 FORM ADV BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts	144
AUM (Assets Under Management)	$ 605,176,009

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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John T. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Thadewald Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARIETTA INVESTMENT PARTNERS, LLC

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

MARIETTA INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/26/1997

Series 63

Date: 12/16/1993

Series 7

Date: 4/15/1978

Current Firm

MARIETTA INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARIETTA INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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