John Seitzer has been President/Chief Compliance Officer of Everest Wealth Management since December 2004, is a control person of the firm and directly owns 75% or more of it. John Seitzer holds an MBA from Indiana University. John Seitzer studied at Kansas State University.
Everest Wealth Management, LLC is a Leawood, KS firm with $237M under management, 91 clients and 1 adviser in one office, as of its February 2026 filing.
John Seitzer is President and Founder of Everest Wealth Management. He founded the firm in 2004 and has worked in the financial industry since 1989, including over 11 years for a mutual fund company where he was Vice President and Portfolio Manager. Before that, he was a Senior Tax Specialist with a large, international accounting firm.
John Seitzer’s longest registration is the current one, 21 years at Everest Wealth Management since 2005. Before joining Everest Wealth Management in 2005, John Seitzer was registered through American Century Investment Management Inc.
- Everest Wealth ManagementCurrent– present · 21 yearsLeawood, KS · Adviser representative · Firm CRD 133823
- American Century Investment Management Inc– · 8 yearsKansas City, MO · Adviser representative · Firm CRD 105778
Professional designations
Listed by Everest Wealth Management
- CFA
- CFP
Investment adviser representative registrations
John Seitzer is registered as an investment adviser representative in 3 states. The first approvals date from April 2005; the most recent is Missouri, in February 2025.
- KansasSince 13 April 2005
- MissouriSince 21 February 2025
- TexasSince 24 April 2012
Examinations
No examinations are on John Seitzer’s record.
- Full name
- John David Seitzer
- CRD
- 2254725
- Firm
- Everest Wealth Management · CRD 133823
- Role
- President/Chief Compliance Officer
- Office
- Leawood, KS
- Registration
- Investment adviser registration
- In the industry since
- January 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- everestwealth.com
Where does John Seitzer work?
John Seitzer has been President/Chief Compliance Officer of Everest Wealth Management, LLC since December 2004, and is a control person of the firm.
Is John Seitzer a financial advisor?
Yes. John Seitzer has a current investment-adviser registration in Kansas, Missouri and Texas, through Everest Wealth Management since April 2005.
How many years of experience does John Seitzer have?
John Seitzer has 28 years in the financial industry, since January 1998, across 2 adviser firms.
Where is John Seitzer based?
John Seitzer’s registered office is in Leawood, KS.
Is John Seitzer registered with FINRA?
No. John Seitzer has no current broker registration.
Is John Seitzer a CFP?
Everest Wealth Management lists John Seitzer with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
Is John Seitzer a CFA charterholder?
Everest Wealth Management lists John Seitzer with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify John Seitzer’s record?
Search CRD 2254725 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Seitzer’s full registration record.