Everest Wealth Management

Everest Wealth Management (CRD# 133823) is a financial advisory firm headquartered in Leawood, KS. They manage $105,529,805 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $1,407,064
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

KS, TX

Financial Advisors at Everest Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
John D. Seitzer
CRD#: 2254725
Olathe, KS
90
Wealthminder
score

John Seitzer (CRD# 2254725) is an Investment Advisor Representative working at Everest Wealth Management in Olathe, KS and has 1 year of experience in the finance industry. John Seitzer 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.

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