user avatar

Eric Evenstad

Advisor at Cetera

Updated today

Location

Westby, WI 54667

Credentials

Series 66

Industry experience

6 years

About

Eric Evenstad is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked with Avantax and his own firm, Evenstad Tax & Financial Services, Inc. He serves as an elected member of the Westby Area School Board and is president of the Fine Arts Foundation of the Westby Area. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with access to various investment programs and custodial platforms.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

114 S. Main St

Westby, WI 54667

Most active in

Wisconsin

Work history

Cetera Wealth Services, LLC

2025 - Present (1 year)

Cetera

2025 - Present (1 year)

Westby Area School Board

2023 - Present (3 years)

Avantax Insurance Agency and/or Avantax Insurance Services.

2021 - 2025 (4 years)

Avantax Advisory Services

2020 - 2025 (5 years)

Evenstad Tax & Financial Services, Inc

2019 - Present (7 years)

Avantax Investment Services, Inc.

2019 - 2025 (6 years)

Evenstad Tax Service, LLP

2017 - 2019 (2 years)

Gensler

2016 - 2019 (3 years)

County of Vernon

2012 - 2022 (10 years)

Eric J. Evenstad

2011 - Present (15 years)

Vernon Electric Cooperative

2006 - 2016 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul T

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Executive Founder/Business Owner
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ESG / Sustainable investing
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Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and has a background in education with several years at local school districts. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies, offering both discretionary and non-discretionary portfolio management.

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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