Financial ADVSR advisor directory · SEC adviser records
Everest Financial Group financial advisors in Minneapolis, MN
Every SEC-registered investment adviser representative at a Everest Financial Group office in Minneapolis, A to Z.
The short answer
10 registered advisors work at Everest Financial Group in Minneapolis, out of 11 at the firm nationwide; it ranks number 31 in the city by advisors. 6 list the CFP designation and 9 are also registered broker representatives.
Everest Financial Group advisors in Minneapolis, A to Z
Every Everest Financial Group advisor →- Tiow D. ChanCertified Financial Planner · Also a broker rep
- Joseph N. JohnstonAlso a broker rep
- Christopher R. KaufmanCertified Financial Planner
- John W. Mackimm IIAlso a broker rep
- James J. Matejcek IICertified Financial Planner · Also a broker rep
- Douglas M. MockCertified Financial Planner · Also a broker rep
- Paul W. MuscatCertified Financial Planner · Also a broker rep
- Julieann E. SchroederCertified Financial Planner · Also a broker rep
- Connie A. Van OrnumAlso a broker rep
- Nikolas P. WogstadAlso a broker rep
Everest Financial Group advisors in every city and state →Everest Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Everest Financial Group advisors in other cities
Other firms in Minneapolis
All Minneapolis advisors →Ameriprise Financial Services, LLC 407Thrivent Investment Management Inc. 342Wells Fargo Clearing Services, LLC 194RBC Capital Markets, LLC 191Cetera Investment Advisers LLC 80Focus Financial 66Cliftonlarsonallen Wealth Advisors, LLC 56Merrill Lynch, Pierce, Fenner & Smith Incorporated 51Northrock Partners, LLC 46Equitable Advisors, LLC 44Thrivent Advisor Network, LLC 43Morgan Stanley 34
Questions
How many financial advisors does Everest Financial Group have in Minneapolis?
10 investment adviser representatives are registered at Everest Financial Group offices in Minneapolis, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 6 list the CFP designation and 9 are also registered as broker representatives.
Is Everest Financial Group one of the largest advisor employers in Minneapolis?
Everest Financial Group ranks number 31 in Minneapolis by registered advisors; Ameriprise Financial Services, LLC has the most, with 407.
How do I check a Everest Financial Group advisor in Minneapolis?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Everest Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.