Michael Wiesmann has been Customer Relationship Manager/Member of Evergreen Capital Management since March 2007, is not listed as a control person, but directly owns under 5% of the firm. Michael Wiesmann holds a Bachelor's degree from the University of Puget Sound.
Evergreen Capital Management LLC is a Bellevue, WA firm with $7.19B under management, 1,157 clients and 26 advisers across 6 offices, as of its March 2026 filing.
Mike Wiesmann is Partner of Evergreen Gavekal. He joined the firm in 2005 and was named Partner the following year. He began his career in the Pensions and Profit-Sharing group at Massachusetts Mutual in Portland, Oregon, before gaining further experience at Bache Halsey Stuart Shields in Seattle. In 1982, he joined Smith Barney, where he spent 23 years in sales and branch management.
Michael Wiesmann’s longest registration is the current one, 21 years at Evergreen Capital Management since 2005. Before joining Evergreen Capital Management in 2005, Michael Wiesmann was registered through Citigroup Global Markets Inc.
- – present · 21 yearsBellevue, WA · Adviser representative · Firm CRD 104931
- Citigroup Global Markets Inc.– · 11 yearsSeattle, WA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Michael Wiesmann is registered as an investment adviser representative in Washington, since May 2005.
- WashingtonSince 11 May 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 August 1993 |
| Series 5 | Interest Rate Options Examination | 19 November 1987 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 21 August 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 February 1983 |
| Series 7 | General Securities Representative Examination | 15 January 1983 |
| Series 3 | National Commodity Futures Examination | 30 August 1982 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Interest Rate Options Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- Michael Jay Wiesmann
- CRD
- 1063641
- Firm
- Evergreen Capital Management · CRD 104931
- Role
- Customer Relationship Manager/Member
- Office
- 500 108TH AVENUE N.E., SUITE 720, Bellevue, WA 98004
- Registration
- Investment adviser registration
- In the industry since
- January 1983
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- evergreengavekal.com
Where does Michael Wiesmann work?
Michael Wiesmann has been Customer Relationship Manager/Member of Evergreen Capital Management LLC since March 2007.
Is Michael Wiesmann a financial advisor?
Yes. Michael Wiesmann has a current investment-adviser registration in Washington, through Evergreen Capital Management since May 2005.
How many years of experience does Michael Wiesmann have?
Michael Wiesmann has 43 years in the financial industry, since January 1983, across 2 adviser firms.
What exams has Michael Wiesmann passed?
Michael Wiesmann has passed 6 licensing exams: the Series 3, Series 7, Series 63, Series 8, Series 5 and Series 65. The earliest, the Series 3, was passed in August 1982.
Where is Michael Wiesmann based?
Michael Wiesmann’s registered office is in Bellevue, WA.
Is Michael Wiesmann registered with FINRA?
No. Michael Wiesmann has no current broker registration.
How can I verify Michael Wiesmann’s record?
Search CRD 1063641 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Wiesmann’s full registration record.
Tyler HayMember/Chief Executive Officer
William HayChief Compliance Officer/Chief Operating Officer
Jeffrey DicksChief Investment Officer
Jeffrey EulbergDirector of Wealth Management and Owner
Mark NicolettiManaging Director, Family Office
Jeffrey OtisDirector of Private Wealth and Owner
Jeffrey RazoreBrand Development Manager /Member- Olesya SinitsaMember