Kevin Edward Seales

CFP

5 Years of Experience

Broker

Areas of Practice

Retirement PlanningEstate PlanningBusiness OwnersHigh Net WorthInvestment ManagementFinancial Planning & CoachingInsurance Planning

Everest Financial Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

2,623 clients

Average Client Portfolio

$348K average

Assets Under Management

$912.4M

Fee Structure

Location

701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Kevin is a registered representative with OSAIC Wealth Inc., dedicating minimal time to this investment-related activity. He started this position in May 2025.