Pursuit Wealth Management

Pursuit Wealth Management (CRD# 115416) is a financial advisory firm headquartered in Coralville, IA. They manage $35,551,000 in 175 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2461 10th St. Suite 4, Coralville, IA 52241
http://www.pursuitwm.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $203,149
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IA, TX

Financial Advisors at Pursuit Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
John Ceurvorst, financial advisor Burbank CA
John M. Ceurvorst
CRD#: 2086598
Burbank, CA

John Ceurvorst (CRD# 2086598) is an Investment Advisor Representative working at Pursuit Wealth Management in Burbank, CA and has over 33 years of experience in the finance industry.

2
Barbara Hein, financial advisor Coralville IA
Barbara L. Hein
CRD#: 4079052
2461 10th St. Suite 4, Coralville, IA 52241

Barbara Hein (CRD# 4079052) is an Investment Advisor Representative working at Pursuit Wealth Management in Coralville, IA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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