Richard Makowski
Investment adviser representative at Evident Financial
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$149.7MFirm 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 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
Experience
11 years in the industry.
- Evident FinancialMar 2021 to now
- Allstreet Financial, LLCJul 2020 to now
- Small Business Development CenterJun 2017 to Jun 2020
- Erie Beer CompanyMay 2017 to Aug 2017
- Gannon University Recreation and Wellness CenterJan 2016 to May 2018
- Gannon UniversityJun 2015 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
Evident Financial
Legal name: Allstreet Financial, LLC
$149.7MAssets managed
90Clients
2Advisers
Under 1 yearIn 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
- 7326708
- Firm CRD
- 281661