Evan Charles Coartney
Investment adviser representative at Churchill Financial Advisors, LLC
13 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$522.9MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Churchill Financial Advisors, LLCJan 2025 to now
- Churchill Financial, LLCNov 2022 to now
- Mcm Cpa's & AdvisorsJan 2018 to Dec 2022
- Mcm Cpa's & AdvisorsJan 2017 to Apr 2017
- University of CincinnatiAug 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 10 states (AL, CA, DC, IL, IN, KY, NE, OH, TX, WI).
Churchill Financial Advisors, LLC
$522.9MAssets managed
108Clients
5Advisers
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
- 7661566
- Firm CRD
- 333071