John David Seitzer
Investment adviser representative at Everest Wealth Management
22 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$237.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Everest Wealth Management, LLCOct 2004 to now
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Everest Wealth Management
Legal name: Everest Wealth Management, LLC
$237.4MAssets managed
91Clients
1Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2254725
- Firm CRD
- 133823