Everest Financial Group

Everest Financial Group (CRD# 137260) is a financial advisory firm headquartered in Minneapolis, MN. They manage $607,077,682 in 3,956 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    607
    MILLION
  • Total Number of Accounts
    3,956
    ACCOUNTS
  • Average Account Value
    $153,457
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, ND, NE, NY, OR, TX, VA, WA, WI

Financial Advisors at Everest Financial Group
Showing 1 - 10 of 12 top financial advisors.
1
Tiow K. Chan
CRD#: 2496814
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416

Tiow Chan (CRD# 2496814) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 29 years of experience in the finance industry.

2
Tai Hwee S. Diong
CRD#: 4128745
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416

Tai Hwee Diong (CRD# 4128745) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 24 years of experience in the finance industry.

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

King Kearns (CRD# 2207854) is an Investment Advisor Representative working at Everest Financial Group in Tucson, AZ and has over 32 years of experience in the finance industry.

4
John W. Mackimm
CRD#: 1999164
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416

John Mackimm (CRD# 1999164) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 34 years of experience in the finance industry.

5
James J. Matejcek
CRD#: 2412649
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416

James Matejcek (CRD# 2412649) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 26 years of experience in the finance industry.

6
James A. Michaels
CRD#: 2130582
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416

James Michaels (CRD# 2130582) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 33 years of experience in the finance industry.

7
Douglas M. Mock
CRD#: 1304366
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416

Douglas Mock (CRD# 1304366) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 41 years of experience in the finance industry.

8
Rebekah A. Quinlan
CRD#: 4081356
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416

Rebekah Quinlan (CRD# 4081356) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 24 years of experience in the finance industry.

9
Julieann E. Schroeder
CRD#: 1941592
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416

Julieann Schroeder (CRD# 1941592) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 34 years of experience in the finance industry.

10
Connie A. Van Ornum
CRD#: 2133180
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416

Connie Van Ornum (CRD# 2133180) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 32 years of experience in the finance industry.

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