John D. Seitzer
EVEREST WEALTH MANAGEMENT
LEAWOOD, KS
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CRD#: 2254725
Professional summary
John David Seitzer, CFP®, who also goes by John D Seitzer, is a registered financial advisor currently at EVEREST WEALTH MANAGEMENT located in Leawood, Kansas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 2 firms .
Biography
Most clients hire us for our investment management services, but over time many realize significant value from other wealth management services that are covered by the investment management fee. Examples of other services include tax planning, estate planning, retirement planning, tax-effective charitable giving, etc. We also interface with our clients’ other advisors including tax professionals and estate attorneys for a team-based approach.
We believe our investment management approach is fairly unique in the advisory world. We believe in more active asset allocation and do not simply hit a rebalance button periodically to return to 60% stocks and 40% bonds. We apply a contrarian/value approach when managing clients’ portfolios, which is probably best articulated by Warren Buffet, “Be fearful when others are greedy and greedy when others are fearful.” As contrarians, we are effectively going against the herd. This approach makes perfect sense to most rational people, but most are not able to execute the strategy in the heat of the moment, when emotions take over. It’s lonely outside the herd, but applying a disciplined contrarian approach is more rewarding over time.
Some advisors profess that buy-and-hold is the most rational approach to dealing with fear and greed; a better approach for sure than chasing performance, but not one that optimizes one’s portfolio from a risk and reward standpoint. In other words, when stock prices are high and therefore more risky, the buy-and-hold portfolio’s exposure is the same to them as when stock prices are low and less risky.
Our approach, consistent with the Buffet quote earlier, is to take advantage of collective market human emotions driving stock prices way above fair value and way below fair value. Buy when others are fearful and sell when others are greedy.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Charitable Giving
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
John D Seitzer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John David Seitzer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
April 13, 2005 - Present
EVEREST WEALTH MANAGEMENT
RIA
CRD#: 133823
LEAWOOD, KS
Past
January 22, 1998 - May 1, 2006
AMERICAN CENTURY INVESTMENT MANAGEMENT INC
RIA
CRD#: 105778
KANSAS CITY, MO
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 WEALTH MANAGEMENT
EVEREST WEALTH MANAGEMENT | EVEREST WEALTH MANAGEMENT, LLC
CRD#: 133823 / SEC#: 801-80718
RIA
Registered Investment Advisory firm - (1/2/2015 Approved)Kansas
Registered Investment Advisory firm - (3/24/2015 Terminated)Missouri
Registered Investment Advisory firm - (12/12/2006 Cancelled)Texas
Registered Investment Advisory firm - (3/24/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(4/13/2005)
IAR
Missouri(2/21/2025)
IAR
Texas(4/24/2012)
Exams
Current Firm
EVEREST WEALTH MANAGEMENT
EVEREST WEALTH MANAGEMENT | EVEREST WEALTH MANAGEMENT, LLC
CRD#: 133823 / SEC#: 801-80718
RIA
Registered Investment Advisory firm - (1/2/2015 Approved)Kansas
Registered Investment Advisory firm - (3/24/2015 Terminated)Missouri
Registered Investment Advisory firm - (12/12/2006 Cancelled)Texas
Registered Investment Advisory firm - (3/24/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4901 W. 136 Street, Suite 1, Leawood, KS 66224
Mailing Address
Phone number
(913) 387-2017
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 77 |
| AUM (Assets Under Management) | $ 184,140,435 |
Red Flags
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