John
Seitzer
Everest Wealth Management
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About this Advisor
John Seitzer is a certified financial planner and chartered financial analyst operating in Leawood, Kansas with 18 years of industry experience. Seitzer is on the advisory team at Everest Wealth Management. They have been with Everest Wealth Management for their entire career. Seitzer is able to advise clients in Kansas and Texas. Everest Wealth Management is an advisory business operating out of Overland Park, KS. It has $155 million in assets among its 74 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 74 customer accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. Everest Wealth Management performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely vary depending on the type of services offered. However, fee types billed by Everest Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Everest Wealth Management Brokerage Details
$155,266,057
2
74
$2,098,190
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Seitzer Work History
John has been registered as a financial advisor for 18 years.*
Everest Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Seitzer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Everest Wealth Management
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
