Kathryn Michele Evans
Chief Operations OfficerEnvestnet Retirement Solutions, LLCCRD 2788543
About Kathryn Michele Evans
Kathryn Michele Evans is listed as Chief Operations Officer at Envestnet Retirement Solutions, LLC in Berwyn, PA. Form ADV reports a beneficial ownership band of Under 5%. Kathryn Michele Evans is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Envestnet Retirement Solutions, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kathryn Michele Evans work?
Kathryn Michele Evans is listed as Chief Operations Officer at Envestnet Retirement Solutions, LLC on SEC Form ADV.
How much of Envestnet Retirement Solutions, LLC does Kathryn Michele Evans own?
Form ADV reports a beneficial ownership band of Under 5%.
Envestnet Retirement Solutions, LLC
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fdx Advisors, Inc.
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Envestnet Portfolio Solutions, Inc.
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Qrg Capital Management, Inc.
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Envestnet Asset Management, Inc.
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |