Lenora C Brekke
Investment adviser representative at Evergreen Capital Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.2BFirm 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Evergreen Capital Management LLCDec 2024 to now
- Independant ContractorJun 2024 to now
- Massmutual Life Insurance CoJun 2024 to Aug 2024
- Smith Richards GroupAug 2022 to Aug 2024
- Massmutual Life Insurance CoJun 2022 to Aug 2022
- MML Investors Services, LLCApr 2022 to Aug 2024
- Ben Bridge JewlerDec 2020 to Dec 2020
- Santa Clara UniversitySep 2020 to Jun 2024
- UnemployedJun 2020 to Sep 2020
- HomegrownJan 2020 to Apr 2020
- Bellevue High SchoolSep 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Evergreen Capital Management LLC
$7.2BAssets managed
1,157Clients
28Advisers
42 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
- 7540189
- Firm CRD
- 104931