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Darren Meyer

Everest Wealth Advisors

8400 E. Prentice Ave
Suite 1010

Greenwood Village, CO 80111


About Everest Wealth Advisors

Everest Wealth Advisors is a comprehensive wealth management firm dedicated to creating and implementing personalized financial plans that will grow and protect the wealth of clients and their loved ones for themselves and the generations to come.

See Disclosures

General Information

Firm Start Year




Firm CRD#


Insurance License#


States Licensed in

AK, AZ, CA, CO, CT, FL, HI, IA, IL, IN, KS, MA, MD, ME, MO, NC, ND, NE, NM, NY, OH, OR, SC, SD, TN, TX, UT and WI

Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

Today, I have accumulated over 21 years in the financial services industry. Over the course of those years, I have honed my skills so that I can provide a highly personalized plan for each client. When working with clients, I offer advice that incorporates unique strategic and tactical investment strategies, using a wide array of investment options and financial planning strategies designed to help my clients create and keep the advantages they gain from optimized financial planning.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals


Investment Types

Exchange Traded Funds (ETFs), Options & Futures, Alternative Investments, Bonds, Stocks, Annuities, Insurance, Mutual Funds

Can meet clients in the following ways

Our Office, Phone, Email, Your Office, Video Conference


Registered Representative


Investment Advisor Representative


Acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Flat Fee

Minimum Fee Charged for Managed Accounts


Minimum Fee Charged for Hourly Planning Accounts



Bachelor of Science in Business Administration - Accounting & Finance

University of Arkansas
09/01/1990 - 05/01/1998

Disclosures provides referrals to financial professionals of LPL Financial, LLC (LPL). is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


Additional Detailed Disclosures