Unclaimed Profile

James Andrew Michaels

EVEREST FINANCIAL GROUP LLC·MINNEAPOLIS, Minnesota

SIE, Series 7, Series 24, Series 63, Series 66, Series 99TOClean record17 years registeredEVEREST FINANCIAL GROUP LLC

701 XENIA AVE S, MINNEAPOLIS, MN 55416-1029CRD# 2130582Firm CRD# 137260

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Andrew Michaels · MINNEAPOLIS, MN

Registration

CRD #2130582 · EVEREST FINANCIAL GROUP LLC · 17 years registered

Brand Profile

Not yet started

Career History

ARKADIOS CAPITAL

Sep 2024 – present

ARKADIOS WEALTH ADVISORS

Sep 2024 – present

OSAIC ADVISORY SERVICES, LLC

Sep 2024 – Sep 2024

Breckenridge, CO

EVEREST FINANCIAL GROUP

May 2009 – Sep 2024

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · May 29, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVEREST FINANCIAL GROUP LLC

CRD 137260 · SEC 801-67635

AUM

$829M

Regulatory assets under management

Employees

4,630 client accounts

Services offered by EVEREST FINANCIAL GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EVEREST FINANCIAL GROUP LLC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MINNEAPOLIS?

Browse all registered financial advisors in MINNEAPOLIS, Minnesota or claim this profile if it's yours.

Browse MINNEAPOLIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Andrew Michaels offer?

James Andrew Michaels specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are James Andrew Michaels's credentials?

James Andrew Michaels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Andrew Michaels located?

James Andrew Michaels is based in MINNEAPOLIS, Minnesota, working with EVEREST FINANCIAL GROUP LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does James Andrew Michaels charge for services?

James Andrew Michaels's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under management with third party manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVEREST FINANCIAL GROUP LLC?

EVEREST FINANCIAL GROUP LLC has approximately 14 employees and manages $829M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →