RIA Intelligence

EVEREST FINANCIAL GROUP LLC

Legal name: EVEREST FINANCIAL GROUP

CRD #137260 SEC #801-67635 MINNEAPOLIS, MN 763-923-7525
SEC Registered
Total AUM
$912.4M
Discretionary
$900.7M
Employees
12
Clients
1
Accounts
4,667

Firm Details

Organization Type
Limited Liability Company
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 16, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DOCKTER, LINDSAY, JOICHIEF COMPLIANCE OFFICER IN TRAININGNA
DOCKTER, LINDSAY, JOICHIEF COMPLIANCE OFFICER IN TRAININGNA
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHAN, TIOW, KENGIVICE PRESIDENT/MEMBERB Control
CHENEY, CHRISTOPHER, ARTHURIMEMBERB Control
CHENEY, CHRISTOPHER, ARTHURIMEMBERB Control
CHENEY, CHRISTOPHER, ARTHURIMEMBERB Control
DIONG, TAI HWEEICHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEEICHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEEICHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEEICHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEEICHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEEICHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEEICHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEEICHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEEICHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEE, STANLEYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEE, STANLEYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEE, STANLEYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEE, STANLEYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEE, STANLEYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEE, STANLEYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEE, STANLEYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEE, STANLEYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEE, STANLEYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEE, STANLEYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEE, STANLEYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER/MEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
DIONG, TAI HWEE, STANLEYIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
HUNSTOCK, WILLIAM, EUGENEIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
KEARNS, KING, SAMUELIMEMBERB Control
MACKIMM, JOHN, WILLIAMICHIEF COMPLIANCE OFFICER/MEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMICHIEF COMPLIANCE OFFICER/MEMBERB Control
MACKIMM, JOHN, WILLIAMICHIEF COMPLIANCE OFFICER/MEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMICHIEF COMPLIANCE OFFICERB Control
MACKIMM, JOHN, WILLIAMICHIEF COMPLIANCE OFFICERB Control
MACKIMM, JOHN, WILLIAMICHIEF COMPLIANCE OFFICERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MACKIMM, JOHN, WILLIAMIMEMBERB Control
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERB Control
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERB Control
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERB Control
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERB Control
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERB Control
MATEJCEK, JAMES, JOSEPHICHIEF COMPLIANCE OFFICERB Control
MATEJCEK, JAMES, JOSEPHIPRESIDENT / CHIEF COMPLIANCE OFFICERB Control
MATEJCEK, JAMES, JOSEPHIPRESIDENT / CHIEF COMPLIANCE OFFICERB Control
MATEJCEK, JAMES, JOSEPHIPRESIDENT / CHIEF COMPLIANCE OFFICERB Control
MATEJCEK, JAMES, JOSEPHIPRESIDENT / CHIEF COMPLIANCE OFFICERB Control
MATEJCEK, JAMES, JOSEPHIPRESIDENT / CHIEF COMPLIANCE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
MICHAELS, JAMES, ANDREWIMANAGING MEMBER/CHIEF EXECUTIVE OFFICERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control
WOGSTAD, NIKOLAS, PAULIMEMBER/CHIEF FINANCIAL OFFICER/TREASURERB Control

Registrations

Federal

IA
Nov 16, 2025 REGISTERED

Notice Filings (19)

AZ CA CO FL GA IA IL LA MI MN ND NE NY OR PA TX VA WA WI

Address

701 XENIA AVE S
SUITE 250
MINNEAPOLIS, MN 55416-1029
United States
Phone: 763-923-7525