Kevin Seales is a CFP-designated registered investment advisor at Everest Financial Group, based in Minneapolis, MN, with 5 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,623 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Everest Financial Group manages investments through Charles Schwab, charging a percentage of the assets they manage. The exact fee is negotiable, but will not exceed 2.5% annually. The fee depends on your financial situation, the amount you invest, and the time required to manage your account. Some investments held for your convenience (like REITs or UITs) and cash positions may be excluded from the fee calculation. Fees are billed quarterly, in advance.
Location
701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029
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Regulatory History
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.
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Kevin is a registered representative with OSAIC Wealth Inc., dedicating minimal time to this investment-related activity. He started this position in May 2025.
Employment History
Current Registrations
Everest Financial Group
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.