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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Christopher Ryan Kaufman

Advisor at EVEREST FINANCIAL GROUP

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad58b0d6-05e0-d694-c1ac-27db9ebaca67

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 26, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVEREST FINANCIAL GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: May 7, 2021
First registration: May 26, 2021
Dual registered: no
IAPD individual key: 7384006

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Apr 23, 2026	n/a	yes	MINNEAPOLIS, MN	Current employment
EVEREST FINANCIAL GROUP	Independent wealth	Mar 20, 2026	n/a	yes	MINNEAPOLIS, MN	Current employment
GREAT WATERS FINANCIAL	Independent wealth	Apr 11, 2022	Mar 6, 2026	no	SHOREVIEW, MN	Previous registration
ADVISORNET WEALTH PARTNERS	Independent wealth	May 26, 2021	Apr 28, 2022	no	MINNETONKA, MN\|Minneapolis, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GREAT WATERS FINANCIAL	EVEREST FINANCIAL GROUP	Mar 6, 2026	Mar 20, 2026	14	Firm change	RIA to RIA
ADVISORNET WEALTH PARTNERS	GREAT WATERS FINANCIAL	Apr 28, 2022	Apr 11, 2022	-17	Firm change	RIA to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
113074:308215:MN:2022-04-28	Apr 28, 2022	Apr 11, 2022	MINNEAPOLIS, MN	Firm change

Relationships

Registered with (4)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Apr 23, 2026 to presentfactForm ADV
→ EVEREST FINANCIAL GROUPRegistered adviserregistration: current employment
Mar 20, 2026 to presentfactForm ADV
→ GREAT WATERS FINANCIALRegistered adviserregistration: previous registration
Apr 11, 2022 to Mar 6, 2026factForm ADV
→ ADVISORNET WEALTH PARTNERSRegistered adviserregistration: previous registration
May 26, 2021 to Apr 28, 2022factForm ADV

Dated events

Occurred
Mar 6, 2026
Advisor changed firm
Christopher Ryan Kaufman left Great Waters Financial for Everest Financial Group (registered 2026-03-20)
Form ADVobserved 6 days ago
Occurred
Apr 28, 2022
Advisor changed firm
Christopher Ryan Kaufman left Advisornet Wealth Partners for Great Waters Financial (registered 2022-04-11)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad58b0d6-05e0-d694-c1ac-27db9ebaca67
First observed: May 26, 2021
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Christopher Ryan Kaufman

Advisor at EVEREST FINANCIAL GROUP

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad58b0d6-05e0-d694-c1ac-27db9ebaca67

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

OSAIC WEALTH, INC.

Bd affiliated wealth

Apr 23, 2026

n/a

yes

MINNEAPOLIS, MN

Current employment

EVEREST FINANCIAL GROUP

Independent wealth

Mar 20, 2026

n/a

yes

MINNEAPOLIS, MN

Current employment

GREAT WATERS FINANCIAL

Independent wealth

Apr 11, 2022

Mar 6, 2026

SHOREVIEW, MN

Previous registration

ADVISORNET WEALTH PARTNERS

Independent wealth

May 26, 2021

Apr 28, 2022

MINNETONKA, MN|Minneapolis, MN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

GREAT WATERS FINANCIAL

EVEREST FINANCIAL GROUP

Mar 6, 2026

Mar 20, 2026

Firm change

RIA to RIA

ADVISORNET WEALTH PARTNERS

GREAT WATERS FINANCIAL

Apr 28, 2022

Apr 11, 2022

-17

Firm change

RIA to new firm

Team

Left

Joined

From

Kind

113074:308215:MN:2022-04-28

Apr 28, 2022

Apr 11, 2022

MINNEAPOLIS, MN

Firm change