Connie
Van Ornum
Everest Financial Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Connie Van Ornum is a financial advisor working out of Minneapolis, Minnesota who has 9 years of relevant experience. Van Ornum is currently employed by Everest Financial Group. Van Ornum has gained experience at Securian Financial Services Inc, Minnesota Life Insurance Co, Financial Design Group, Ing Financial Partners, Inc, Securities America Inc and Everst Financial Group. Van Ornum has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to serve investors in Arizona and Minnesota. Everest Financial Group is a financial advisory company that has its headquarters in Minneapolis, MN. The firm has offices in four locations and a total of 18 advisors. It administers $607 million in total assets between its 3,956 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 3,956 client accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services are provided. Fee types charged by Everest Financial Group most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Everest Financial Group Brokerage Details
$607,077,682
18
3,956
$153,457
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Connie Van Ornum Work History
Connie has been registered as a financial advisor for 9 years.*
Securities America Inc
Everst Financial Group
Ing Financial Partners, Inc
Securian Financial Services Inc
Minnesota Life Insurance Co
Financial Design Group
*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 Connie Van Ornum 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 Financial Group
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
