Evan Bostrom, financial advisor Hudson WI

Evan Bostrom

CRD Number: 7542983
Current Firm: Prudential Financial Planning Services

Evan Bostrom (CRD# 7542983) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hudson, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Hudson, WI Apr 2024 - Current < 1
Pruco Securities LLC Hudson, WI Apr 2023 - Current 1
Trout Lake Camps Pine River, MN May 2020 - Current 4
Hudson School District Hudson, WI Apr 2013 - Jan 2022 8
Menards Hudson, WI Nov 2020 - May 2021 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2024
Contact Info for Evan R. Bostrom
Phone Number: 800-235-7637
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    16,379
    MILLIONS
  • Total Number of Accounts
    113,575
    ACCOUNTS
  • Average Account Value
    $144,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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