Evan David Loomis
Investment adviser representative at Level Financial Advisors, Inc.
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$975.2MFirm assets
Are you Evan David Loomis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Level Financial Advisors, Inc.Apr 2025 to now
- Evan D Loomis dba Loomis Financial ConsultingOct 2017 to Aug 2025
- First Financial ConsultingJun 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Level Financial Advisors, Inc.
$975.2MAssets managed
728Clients
8Advisers
45 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5279085
- Firm CRD
- 110641