Everest Financial Group

Everest Financial Group (CRD# 137260) is a financial advisory firm headquartered in Minneapolis, MN. They manage $828,854,265 in 4,630 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416
http://www.everestfg.us
By the Numbers
  • Total Assets Under Management
    829
    MILLION
  • Total Number of Accounts
    4,630
    ACCOUNTS
  • Average Account Value
    $179,018
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 11 - 12 of 12 top financial advisors.
11
Nikolas Wogstad, financial advisor Minneapolis MN
Nikolas P. Wogstad
CRD#: 2522891
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416

Nikolas Wogstad (CRD# 2522891) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 29 years of experience in the finance industry.

12
Joseph Johnston, financial advisor Minneapolis MN
Joseph N. Johnston
CRD#: 7120994
701 Xenia Ave S, Suite 250, Minneapolis, MN 55416

Joseph Johnston (CRD# 7120994) is an Investment Advisor Representative working at Everest Financial Group in Minneapolis, MN and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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