Evelyn
Fernandez

Prosperity - An Eisneramper Company

CRD#6975577
Investment Advisor
in Minneapolis, MN

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About this Advisor

Evelyn Fernandez is a financial advisor based in Minneapolis, Minnesota, working with Prosperity - An Eisneramper Company. Evelyn has previously worked at 1St Global Capital, Corp, 1St Global Advisors, Inc, Krost, Avantax Advisory Services, Avantax Investment Services, Inc, Krost Wealth Management, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Prosperity - An Eisneramper Company, and Eisneramper. Evelyn has passed the Series 66 regulatory exam and is registered to provide services in California and Minnesota. Currently, Evelyn is part of Prosperity - An Eisneramper Company, which operates out of Minneapolis, Minnesota. The firm has 9 offices and 51 employees. The firm manages assets totaling $2.9 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Prosperity - An Eisneramper Company includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2501 S. Wayzata Blvd.
Minneapolis, MN 55405

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Prosperity - An Eisneramper Company Brokerage Details

Total Assets Under Management

$2,913,821,221

MN Average: $6,889,882,315
Total Number of Employees

51

MN Average: 45
Total Number of Accounts

5,322

MN Average: 765
Average Account Size

$547,505

MN Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Evelyn Fernandez Work History

2024 - Present (1 year)

Prosperity - An Eisneramper Company

2024 - Present (1 year)

Eisneramper

2024 - 2024 (< 1 year)

Cetera Financial Specialists LLC

2024 - 2024 (< 1 year)

Cetera Investment Advisers LLC

2019 - 2023 (4 years)

Avantax Advisory Services

2019 - 2023 (4 years)

Avantax Investment Services, Inc

2018 - 2019 (1 year)

1St Global Capital, Corp

2018 - 2019 (1 year)

1St Global Advisors, Inc

2018 - 2024 (6 years)

Krost Wealth Management

2013 - 2024 (11 years)

Krost

Disclosures

Please visit the SEC profile of Evelyn Fernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperity - An Eisneramper Company

Vincent Ruud
Owings Mills, MD
Cheryl Rhew
Raleigh, NC
Sean Reitenbach
Owings Mills, MD
Robert Fradella
Iselin, NJ
Michael Riley
Owings Mills, MD
Alysa Enriquez
Minneapolis, MN
Joshua Comune
Iselin, NJ
Matthew Schanz
Raleigh, NC

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