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EVOLUTION FINANCIAL LLC
CRD 289745
2701 INTERNATIONAL LANE, SUITE 203, MADISON, WI, 53704, United States
Phone
608-229-1335
Fax
608-229-1334
Registration
— (—)
Source
State registered
Total AUM
$38.8M
Discretionary AUM
$38.8M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; ADVISING ON 401(K) PLANS
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsADVISING ON OUTSIDE MANAGED 401(K) PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $25.8M |
| High net worth individuals | 8 | $13.0M |
| Pension/profit sharing plans | 3 | $0 |
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/EVOLUTION-FINANCIAL-LLC/
- HTTPS://WWW.EVOLUTIONFINPLAN.COM
- http://www.facebook.com/evolutionfinplan/
- https://connect.xyplanningnetwork.com/find-an-advisor/sue-peck-10086
- https://www.feeonlynetwork.com/financial-advisor/susan-peck/
- https://www.napfa.org/firm/39622/24523
- https://www.suddenmoney.com/certified-financial-transitionist-directory#!biz/id/65c503e537809631360f2e98
Official SEC filing: View on IAPD