Overshare

Overshare (CRD# 300372) is a financial advisory firm headquartered in , . They manage $2,612,116 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.paladinregistry.com/financial-advisor/texas%2ffrisco/mike-kurz
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $174,141
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

Financial Advisors at Overshare
Showing 1 - 1 of 1 top financial advisors.
1
Mike Kurz, financial advisor Frisco TX
Mike Kurz
CRD#: 3097909
Frisco, TX

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.

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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