William E. Hunstock

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CRD#: 2128157

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Eugene Hunstock, who also goes by Bill Hunstock, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1991. William had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Hunstock

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

***HIGHLAND PARK SENIOR HIGH SCHOOL POSITION: Assistant Football Coach NATURE: High School Football INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 2 START DATE: 08/13/2018 ADDRESS: 1015 Snelling Ave S, St. Paul MN 55116 DESCRIPTION: High school football coach ***HUNSTOCK AGENCY POSITION: Agent NATURE: WILLIAM E. HUNSTOCK/ FIXED INSURANCE BUSINESS --INSURANCE BROKER INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1991 ADDRESS: 701 Xenia Ave S, Suite 250, Minneapolis MN 55416 DESCRIPTION: Provide insurance products to clients ***THE JK MOVEMENT POSITION: board member NATURE: THE JK MOVEMENT, MENTOR PROGRAM FOR TEENAGERS, MEMBER BOARD OF DIRECTORS INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 631 University Ave, St Paul MN 55104 DESCRIPTION: Board member of an educational non-profit organization serving middle school aged students in St Paul, MN ***BETHLEHEM COVENANT CHURCH POSITION: Committee Member NATURE: VOLUNTEER, MEMBER OF ENDOWMENT COMMITTEE INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 3141 43RD AVE S, MINNEAPOLIS MN 55406 DESCRIPTION: The Endowment Committee manages and reports to the congregation on the money in the Endowment Fund. The fund invests in mutual funds, and I provide research on the mutual funds for the committee. Funds researched are all on the Securities America recommended list. ***EVEREST FINANCIAL GROUP, LLC POSITION: Registered Representative NATURE: EVEREST FINANCIAL GROUP, LLC/ INVESTMENT ADVISORY, ASSET MANAGEMENT --PARTNER & INVESTMENT ADVISOR REPRESENTATIVE INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 12/01/2005 ADDRESS: 701 Xenia Ave S, Suite 250, Minneapolis MN 55416 DESCRIPTION: Provide investment advice and management

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 4, 2009 - April 2, 2022

EVEREST FINANCIAL GROUP

RIA

CRD#: 137260

MINNEAPOLIS, MN

Past

December 2, 2005 - March 31, 2022

SECURITIES AMERICA, INC.

CRD#: 10205

MINNEAPOLIS, MN

Past

October 17, 1995 - December 1, 2005

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

March 18, 1991 - October 19, 1995

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 18, 1991 - October 19, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVEREST FINANCIAL GROUP

EVEREST FINANCIAL GROUP | SINCERE FINANCIAL LTD | EVEREST FINANCIAL GROUP LLC

CRD#: 137260 / SEC#: 801-67635

RIA

Registered Investment Advisory firm - (3/30/2007 Approved)

California

Registered Investment Advisory firm - (5/8/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/16/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/14/1991

General Securities Representative Examination

Current Firm

EVEREST FINANCIAL GROUP

EVEREST FINANCIAL GROUP | SINCERE FINANCIAL LTD | EVEREST FINANCIAL GROUP LLC

CRD#: 137260 / SEC#: 801-67635

RIA

Registered Investment Advisory firm - (3/30/2007 Approved)

California

Registered Investment Advisory firm - (5/8/2007 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(763) 923-7525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVEREST FINANCIAL GROUP ADV BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	4,667
AUM (Assets Under Management)	$ 912,366,781

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William E. Hunstock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SECURITIES AMERICA, INC.

OSAIC WEALTH, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

EVEREST FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2009

Series 63

Date: 4/16/1991

SIE

Date: 10/1/2018

Series 7

Date: 3/14/1991

Current Firm

EVEREST FINANCIAL GROUP

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVEREST FINANCIAL GROUP

TRUST BUT VERIFY

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