Evan Miller Perduk
Investment adviser representative at Root Financial Partners
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Root Financial PartnersNov 2024 to now
- Thor Wealth ManagementMay 2020 to Nov 2024
- Thor Wealth ManagementJan 2019 to Apr 2020
- University of CincinnatiSep 2018 to Dec 2018
- Great American Insurance CompMay 2018 to Aug 2018
- MakinoMay 2017 to Apr 2018
- Ag Engineering & ContractingMay 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 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
- 7709697
- Firm CRD
- 290289