Advisors at this firm
Kyler E
Series 65
Stevens Point, WI
Evexia Wealth, LLC
Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.
Jessica H
Series 65
Oregon City, OR
Evexia Wealth, LLC
Jessica Henrickson is a financial advisor at Evexia Wealth, LLC with three years of industry experience. She holds a Series 65 credential and previously worked at BMO Family Office, LLC for ten years. Outside of her advisory role, she serves as a bookkeeper for her husband’s electrician business, Henrickson Electric. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, managing approximately $329 million across 400 client relationships with a long-term, fundamental-analysis investment approach.
Justin K
Series 63, Series 66
Canby, OR
Evexia Wealth, LLC
Justin Kelly is a financial advisor with Evexia Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Thrivent Advisor Network LLC, Thrivent Financial, and CTC myCFO. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, using a long-term, fundamental-analysis approach to build customized portfolios that include ETFs, equities, mutual funds, and fixed-income securities.
Jacob B
CFP®
Bemidji, MN
Evexia Wealth, LLC
Jacob Bartz is a CFP® professional with one year of industry experience, currently serving as an advisor at Evexia Wealth, LLC. His prior experience includes six years at Goldleaf Partners and two years with Thrivent Advisory Network, which transitioned to Evexia Wealth. Outside of advising, he is the President and CEO of JD Properties of Minnesota Inc., a company involved in property management activities. Evexia Wealth, LLC is a SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to portfolio construction and offers customized investment solutions including model portfolios and specialized ETFs.
Jenna L
CFP®, CFA®, Series 66
Stevens Point, WI
Evexia Wealth, LLC
Jenna Laws is a CFP® and CFA® with 16 years of experience in financial advising. She has worked at Evexia Wealth, LLC since 2023 and previously spent ten years with Thrivent Financial for Lutherans and its affiliated firms. Outside of her advisory role, Jenna serves as Vice President and Board Member of 16 Days, Inc., a 501(c)(3) NICU charity, and is involved in coaching entrepreneurs through MaxLife, LLC. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to build customized portfolios and offers named model portfolios, including those with digital-asset and option-related ETFs.
Joel R
Series 65, Series 66
Eau Claire, WI
Evexia Wealth, LLC
Joel Revak is a financial advisor at Evexia Wealth, LLC with 12 years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Thrivent Investment Management, LPL Financial, Royal Credit Union, and INVEST Financial Corp. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental-analysis investment approach, constructing customized portfolios and offering specialized model portfolios, while managing approximately $329 million across around 400 client relationships.
Benjamin L
Series 63, Series 65
Stevens Point, WI
Evexia Wealth, LLC
Benjamin Laws is a financial advisor at Evexia Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Thrivent Advisor Network and Purshe Kaplan Sterling Investments. Outside of his advisory role, Laws is involved in several entrepreneurial and nonprofit activities, including coaching entrepreneurs through MaxLife, LLC and serving as president and board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis-driven portfolios and offers specialized model portfolios alongside continuous portfolio supervision.
Joseph W
CFP®, Series 63, Series 65
Stevens Point, WI
Evexia Wealth, LLC
Joseph Watson is a CFP® with 22 years of experience in the financial services industry. He currently serves as an advisor at Evexia Wealth, LLC and has previously worked with Purshe Kaplan Sterling Investments and Thrivent Advisor Network, among others. Outside of his advisory role, he is also a licensed agent for fixed insurance. Evexia Wealth is a SEC-registered advisory firm that manages approximately $329 million across about 400 client relationships, serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, fundamental-analysis-driven investment approach and offers customized portfolios alongside ongoing financial planning and consulting.