Evan Teeple
Investment adviser representative at Teeple Snyder Newsome Wealth & Tax Management
11 yearsExperience
1 stateRegistered in
$287MFirm assets
4 yearsFirm in business
Are you Evan Teeple? Claim your profile
Contact this firm
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.
- Teeple Snyder Newsome Wealth & Tax ManagementJul 2026 to now
- Teeple Wealth Management, LLC dba Tsn Wealth & Tax ManagementAug 2025 to now
- Smoothie KingOct 2024 to Sep 2025
- GoodwillSep 2023 to Nov 2023
- West Chase Golf ClubJun 2023 to Oct 2024
- Full-time StudentAug 2015 to Jun 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
Teeple Snyder Newsome Wealth & Tax Management
Legal name: Teeple Wealth Management, LLC
$287MAssets managed
606Clients
12Advisers
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
- 8310102
- Firm CRD
- 147676