Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
35yrs
Based in Overland Park, Kansas, Mark Eveans is a financial advisor with 35 years of industry experience. Mark has been with Captrust since 2026; before that, Mark spent 35 years at Meritage Portfolio Management. Mark’s designations include CFA and CIC.
At a glance
Experience35 years (since 1991)
How that compares ?Top 6% by experience in Overland Park
Office7500 College Blvd Suite 1212, Overland Park, KS 66210
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACIC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Feb 2026 – nowCaptrustCurrent firm
- 1991 – 2026Meritage Portfolio Management, Inc.Previously
Contact Mark
Local office(913) 317-5400Ask for Mark. (919) 870-6822Main office · Raleigh, NC 7500 College Blvd Suite 1212Overland Park, KS 66210Office · Get directions Firm websiteHTTP://WWW.CAPTRUST.COM
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Mark’s local office at (913) 317-5400 or the Captrust main office at (919) 870-6822, and ask for Mark Eveans.
How long has Mark been a financial advisor?
Mark has been in the industry since 1991, about 35 years. Top 6% by experience in Overland Park.
What licenses does Mark hold?
No exams are listed on the official record.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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