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Evan Matthew Kubiak

Investment adviser representative at Etf Model Solutions, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$18.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Etf Model Solutions, LLCJan 2023 to now
  2. Endowment Wealth ManagementJun 2022 to now
  3. Endowment Wealth ManagementDec 2021 to May 2022
  4. Northwestern MutualMay 2021 to Aug 2021
  5. Meridian Hills Country ClubJan 2019 to Sep 2020
  6. Butler UniversitySep 2018 to May 2022
  7. Fox Valley Tennis AssociationJun 2014 to Jan 2019
  8. Wisconsin Youth Soccer AssociationJun 2014 to Aug 2018
  9. Neenah School DistrictSep 2011 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (SC, WI).

Etf Model Solutions, LLC

$18.1MAssets managed
108Clients
11Advisers
11 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
7318291
Firm CRD
168410
Advisor's SEC record (opens in a new tab)
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