Retirement Planning Services
Evolution Retirement Services, Inc.
About
Overview
Evolution Retirement Services, Inc.
12487 Brantley Commons Ct
Fort Myers, FL 33907-5692
BBB Accredited Since: 11/23/2021
Years in Business: 7
BBB Accreditation & Rating
Business Details
- Local BBB:
- BBB of West Florida
- BBB File Opened:
- 10/3/2018
- Business Started:
- 1/12/2018
- Business Incorporated:
- 1/12/2018
- Type of Entity:
- Corporation
- Business Management:
- Mr. Kurt Traulsen, Financial Advisor
Additional Contact Information
- Principal Contacts
- Mr. Adam Bruno, President/Founder
- Mr. Kurt Traulsen, Financial Advisor
- Customer Contacts
- Mr. Warren Leeds III, Managing Partner
- Mr. Adam Bruno, President/Founder
- Mr. Gregory Nussbickel Esquire, Attorney
- Mr. Ralph Marcus CPA
- Mr. Kurt Traulsen, Financial Advisor
- Ms. Lauren Traulsen, Marketing Director
- Fax numbers
- Primary Fax: (239) 208-9063
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of L102833 for this business, issued by Department of Insurance
Department of Insurance
2295 Victoria Ave Ste 163
Fort Myers FL 33901
BBB records show a license number of W032008 for this business, issued by Department of Insurance. The expiration date of this license is 11/30/2025.
Department of Insurance
2295 Victoria Ave Ste 163
Fort Myers FL 33901
BBB records show a license number of 580643 for this business, issued by Florida Bar Association
Florida Bar Association
661 E Jefferson St
Tallahassee FL 32301
BBB records show a license number of W241364 for this business, issued by Department of Insurance. The expiration date of this license is 1/31/2026.
Department of Insurance
2295 Victoria Ave Ste 163
Fort Myers FL 33901
BBB records show a license number of REGISTERED for this business, issued by Florida Division of Certified Public Accounting
Florida Division of Certified Public Accounting
240 NW 76th Drive, Suite A
Gainesville FL 32607
BBB records show a license number of REGISTERED for this business, issued by Florida Division of Certified Public Accounting
Florida Division of Certified Public Accounting
240 NW 76th Drive, Suite A
Gainesville FL 32607
Additional Information
- Other Resources
- Florida Division of Certified Public Accounting
240 NW 76th Drive, Suite A
Gainesville FL 32607
Phone Number: (850) 487-1395
http://www.myfloridalicense.com/DBPR/certified-public-accounting/
More Resources
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