Unclaimed Profile

Nikolas Paul Wogstad

EVEREST FINANCIAL GROUP LLC·MINNEAPOLIS, Minnesota

SIE, Series 7, Series 63Clean record20 years registeredEVEREST FINANCIAL GROUP LLC

701 XENIA AVE S, MINNEAPOLIS, MN 55416-1029CRD# 2522891Firm CRD# 137260

Profile Verification

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

Identity

Nikolas Paul Wogstad · MINNEAPOLIS, MN

Registration

CRD #2522891 · EVEREST FINANCIAL GROUP LLC · 20 years registered

Brand Profile

Not yet started

Career History

EVEREST FINANCIAL GROUP

Jan 2014 – present

FOCUS FINANCIAL NETWORK, INC.

Aug 2005 – Dec 2005

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · August 29, 2005

Years registered · 20

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

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Frequently Asked Questions

What services does Nikolas Paul Wogstad offer?

Nikolas Paul Wogstad specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Nikolas Paul Wogstad's credentials?

Nikolas Paul Wogstad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nikolas Paul Wogstad located?

Nikolas Paul Wogstad 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 Nikolas Paul Wogstad charge for services?

Nikolas Paul Wogstad'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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