Kimberly Evener has been CCO of Forza Wealth Management since March 2025, is a control person of the firm and directly owns under 5% of it.
Forza Wealth Management, LLC is a Sarasota, FL firm with $422M under management, 129 clients and 4 advisers in one office, as of its March 2026 filing.
- Forza Wealth ManagementCurrent– present · 4 yearsSarasota, FL · Adviser representative · Firm CRD 281075
Investment adviser representative registrations
Kimberly Evener is registered as an investment adviser representative in 2 states. Each was approved in September 2022.
- FloridaSince 22 September 2022
- TexasSince 20 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 September 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7635652
- Firm
- Forza Wealth Management · CRD 281075
- Role
- CCO
- Office
- 5605 MARQUESAS CIRCLE, Sarasota, FL 34233
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Kimberly Evener work?
Kimberly Evener has been CCO of Forza Wealth Management, LLC since March 2025, and is a control person of the firm.
Is Kimberly Evener a financial advisor?
Yes. Kimberly Evener has a current investment-adviser registration in Florida and Texas, through Forza Wealth Management since September 2022.
How many years of experience does Kimberly Evener have?
Kimberly Evener has 4 years in the financial industry, since September 2022, across 1 adviser firm.
What exams has Kimberly Evener passed?
Kimberly Evener passed the Series 65 in September 2022.
Where is Kimberly Evener based?
Kimberly Evener’s registered office is in Sarasota, FL.
Is Kimberly Evener registered with FINRA?
No. Kimberly Evener has no current broker registration.
How can I verify Kimberly Evener’s record?
Search CRD 7635652 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kimberly Evener’s full registration record.
