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Ryan P
Series 66
Leawood, KS
EVP Capital Advisors, LLC
Ryan Patton is a financial advisor at EVP Capital Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory role, he is a managing member of several investment holding companies and an entertainment management company, with involvement typically limited to about one hour per month. EVP Capital Advisors provides portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, and pension/profit-sharing plans. The firm manages approximately $75 million in client assets and employs an investment approach based on modern portfolio theory, utilizing diversified portfolios primarily through fundamental security analysis and the use of mutual funds and ETFs.
Nicholas B
Series 65
Leawood, KS
EVP Capital Advisors, LLC
Nicholas Bloch is a financial advisor at EVP Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory role, he is a member of several investment holding companies based in Mission Woods, KS. EVP Capital Advisors offers portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, and pension/profit-sharing plans. The firm manages approximately $75 million in client assets and employs a globally diversified investment approach grounded in modern portfolio theory.
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