Mike Kurz, financial advisor Frisco TX

Mike Kurz

CRD Number: 3097909
Current Firm: Overshare
Compensation Model: Fee Only

Michael Kurz (CRD# 3097909) is an Investment Advisor Representative and Chief Executive Officer at OverShare Advice and Planning, LLC in Frisco, TX and has over 20 years of experience in the finance industry. Michael "Mike" Kurz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
Overshare Advice And Planning, LLC Frisco, TX Jan 2019 - Current 5
Cetera Advisor Networks El Segundo, CA Oct 2018 - Jan 2019 < 1
Cwm, Llc Dba Carson Group Partners Omaha, NE Jul 2018 - Jan 2019 < 1
1st Global Capital Corp Dallas, TX Mar 2015 - Jul 2018 3
Indexiq Rye Brook, NY Mar 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
Contact Info for Mike Kurz
Current Firm Details
Overshare
Firm's CRD Number: 300372
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $216,163
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Firm Disclaimer:

This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument, financial planning services or investment advisory services. OverShare Advice and Planning, LLC is a Registered Investment Adviser providing Financial Planning and Investment Advisory services to a select group of Client Families.

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