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VERIFIEDDarren Meyer
Everest Wealth Advisors
8400 E. Prentice Ave
Suite 1010
Greenwood Village, CO 80111
720-826-1092
About Everest Wealth Advisors
Everest Wealth Advisors is a comprehensive wealth management firm dedicated to creating and implementing personalized financial plans that will grow and protect the wealth of clients and their loved ones for themselves and the generations to come.
See Disclosures
General Information
Firm Start Year
2007
No. of Employees
5-9
CRD#
4558794
Firm CRD#
6413
Insurance License#
145788
Name of Broker/Dealer
LPL Financial
States Licensed in
AK, AZ, CA, CO, CT, FL, HI, IA, IL, IN, KS, MA, MD, ME, MO, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, WA and WI
Years of Experience in Financial Services
22
Number of Years with Current Firm
16
Work Experience
Today, I have accumulated over 22 years in the financial services industry. Over the course of those years, I have honed my skills so that I can provide a highly personalized plan for each client. When working with clients, I offer advice that incorporates unique strategic and tactical investment strategies, using a wide array of investment options and financial planning strategies designed to help my clients create and keep the advantages they gain from optimized financial planning.
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers
Services
Investment Types
Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Options & Futures, Alternative Investments, Mutual Funds
Can meet clients in the following ways
Your Office, Email, Video Conference, Our Office, Phone
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CPFA, AAMS®, AWMA®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Firm Information
Firm's Number of Clients
491
Firm's Number of Planning Clients
168
Firm's Number of Managed Clients
388
Assets Managed by Firm
$327,000,000
Assets Managed by Advisor
$316,000,000.00
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets, Hourly, Flat Fee
Minimum Fee Charged for Managed Accounts
$5,000
Minimum Fee Charged for Hourly Planning Accounts
$250
Education
Bachelor of Science in Business Administration - Accounting & Finance
University of Arkansas
09/01/1990 -05/01/1998
Disclosures
RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf