Everest Wealth Management
Everest Wealth Management (CRD# 133823) is a financial advisory firm headquartered in Leawood, KS. They manage $106,393,904 in 73 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management106MILLION
Total Number of Accounts73ACCOUNTS
Average Account Value$1,457,451
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Seitzer (CRD# 2254725) is an Investment Advisor Representative working at Everest Wealth Management in Leawood, 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.