Unclaimed Profile

John William Mackimm

EVEREST FINANCIAL GROUP LLC·MINNEAPOLIS, Minnesota

SIE, Series 7, Series 24, Series 63, Series 6614 years registeredEVEREST FINANCIAL GROUP LLC

701 XENIA AVE S, MINNEAPOLIS, MN 55416-1029CRD# 1999164Firm CRD# 137260

Profile Verification

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

Identity

John William Mackimm · MINNEAPOLIS, MN

Registration

CRD #1999164 · EVEREST FINANCIAL GROUP LLC · 14 years registered

Brand Profile

Not yet started

Career History

EVEREST FINANCIAL GROUP

Aug 2012 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · August 9, 2012

Years registered · 14

Disclosure History

2009Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

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Frequently Asked Questions

What services does John William Mackimm offer?

John William Mackimm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are John William Mackimm's credentials?

John William Mackimm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John William Mackimm located?

John William Mackimm 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 John William Mackimm charge for services?

John William Mackimm'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.

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