Everest Financial Group

Everest Financial Group (CRD# 137260) is a financial advisory firm headquartered in Minneapolis, MN. They manage $207,797,370 in 2,313 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    2,313
    ACCOUNTS
  • Average Account Value
    $89,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IL, MN, NE, TX, WA, WI

Financial Advisors at Everest Financial Group
Showing 1 - 10 of 12 top financial advisors.
1
James J. Matejcek
CRD#: 2412649
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416
96
Wealthminder
score

James Matejcek (CRD# 2412649) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 19 years of experience in the finance industry. James Matejcek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William E. Hunstock
CRD#: 2128157
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416
93
Wealthminder
score

William Hunstock (CRD# 2128157) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 25 years of experience in the finance industry.

3
King S. Kearns
CRD#: 2207854
Tucson, AZ
93
Wealthminder
score

King Kearns (CRD# 2207854) is an Investment Advisor Representative working at Everest Financial Group in Tucson, AZ and has over 24 years of experience in the finance industry.

4
James A. Michaels
CRD#: 2130582
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416
93
Wealthminder
score

James Michaels (CRD# 2130582) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 25 years of experience in the finance industry.

5
Rebekah A. Quinlan
CRD#: 4081356
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416
93
Wealthminder
score

Rebekah Quinlan (CRD# 4081356) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 16 years of experience in the finance industry.

6
Connie A. Van Ornum
CRD#: 2133180
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416
93
Wealthminder
score

Connie Van Ornum (CRD# 2133180) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 25 years of experience in the finance industry.

7
Nikolas P. Wogstad
CRD#: 2522891
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416
93
Wealthminder
score

Nikolas Wogstad (CRD# 2522891) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 22 years of experience in the finance industry.

8
Katherine A. Frazier
CRD#: 6411558
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416
87
Wealthminder
score

Katherine Frazier (CRD# 6411558) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has 1 year of experience in the finance industry.

9
Tiow K. Chan
CRD#: 2496814
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416
86
Wealthminder
score

Tiow Chan (CRD# 2496814) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 22 years of experience in the finance industry. Tiow Chan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Tai Hwee S. Diong
CRD#: 4128745
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416
83
Wealthminder
score

Tai Hwee Diong (CRD# 4128745) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 16 years of experience in the finance industry.

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