KF
Kevin M. Fuerst
FUERST FINANCIAL GROUP
CHATTANOOGA, TN 37416
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CRD#: 1932131
KF
Professional summary
Kevin Michael Fuerst is a registered financial advisor currently at FUERST FINANCIAL GROUP, INC. located in Chattanooga, Tennessee.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Kevin has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Real Estate Rental, Start Date: 09/01/2002, 6005 Century Oak Drive, Suite 700, Chattanooga, TN 37416, Joint ownership with Spouse, Rental Income, personal rental property, Joint Owner, Rent property collect rent, pay property taxes, maintenance, Not Investment Related, 1-10 hours per month, 15 minutes per day during trading hours. 2. Fuerst & Associates, Inc., Start Date: 09/01/1994, 6005 Century Oak Drive, Suite 700, Chattanooga, TN 37416, S-Corp, Administration/Employer, Owner/President, Pay bills, payroll and admin, Not Investment Related, 20 hours per month, 2-3 hours per day during trading hours. 3. David Karns Radio Show, Start Date: 02/01/2014, 821 Pineville Rd., Chattanooga, TN 37405, Radio Show, Guest, Talk about Estate Planning or Social Security, Not Investment Related, .30 hours per month, .03 hours per day during trading hours. 4. Fuerst Financial Group, Inc., Start Date: 03/10/1997, 6005 Century Oak Drive, Suite 700, Chattanooga, TN 37416, Corporation, RIA/IAR, Owner/President, Provide financial planning, asset management, meeting with clients, Investment Related, 40 hours per month, 40 hours per day during trading hours. 5. Notary, Start Date: 01/09/1994, 6005 Century Oak Drive, Suite 700, Chattanooga, TN 37416, Notaries, Notary, Notaries, Not Investment Related, .30 hours per month, .30 hours per day during trading hours. 6. Independent Insurance Agent, Start Date: 07/01/1987, 6005 Century Oak Drive, Suite 700, Chattanooga, TN 37416, Insurance Sells, Sole-Proprietor, Insurance Agent, Recommend Fixed insurance products, Not Investment Related, .30 hours per month, .30 hours per day during trading hours. 7. Lee University - Business Department Advisory Board, Start Date: 01/02/2002, 6005 Century Oak Drive, Suite 700, Chattanooga, TN 37416, 501 3(c), Board Member - Non Profit Organization, Board Member, Meet once a year and discuss ideas for education and real world business needs that student need to be successful, Not Investment Related, 0 hours per month, 0 hours per day during trading hours. 8. Healing Music, Start Date: 07/26/2018, 9534 Mountain Lake Drive, Ooltewah, TN 37363, 501 3(c), Provide musical instruments to inter city children, Board Member, Meet once a year with board to discuss charity, Not Investment Related, 0 hours per month, 0 hours per day during trading hours. 9. WRCB Television Station - Local 3 Plus You TV Program, Start Date: 04/25/2022, 900 Whitehall Rd., Chattanooga, TN 37405, Corporation, Television/News Station, Guest, 6 minute segment with Julie at WRCB answering questions, Investment Related, 1/2 Hour per month, 1/2-0 Hours per day during trading hours. 10. Lost Lake Subdivision HOA, Start Date: 06/30/2023, 6005 Century Oaks Dr., Chattanooga, TN 37416, Charity - HOA, HOA, Book Keeper, Input Bank information into Quick books, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Michael Fuerst's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 16, 2009 - Present
FUERST FINANCIAL GROUP, INC.
Office #1: 6005 Century Oaks Drive Suite 700, Chattanooga, TN 37416RIA
CRD#: 149172
CHATTANOOGA, TN
Past
August 1, 2019 - October 8, 2024
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
Chattanooga, TN
Past
November 29, 2017 - August 9, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
CHATTANOOGA, TN
Past
November 29, 2017 - August 9, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
CHATTANOOGA, TN
Past
October 15, 2007 - December 5, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
CHATTANOOGA, TN
Past
October 15, 2007 - November 29, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
CHATTANOOGA, TN
Past
September 20, 2005 - December 31, 2009
M.R. SPENCER ADVISORY SERVICES, LLC
RIA
CRD#: 127962
CHATTANOOGA, TN
Past
July 1, 2004 - July 6, 2004
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
CHATTANOOGA, TN
Past
July 1, 2004 - October 15, 2007
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
CHATTANOOGA, TN
Past
March 26, 2004 - July 1, 2004
SUNAMERICA SECURITIES, INC.
RIA
CRD#: 20068
CHATTANOOGA, TN
Past
May 2, 1995 - July 1, 2004
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
November 5, 1993 - May 3, 1995
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
March 28, 1989 - December 1, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
March 28, 1989 - December 1, 1993
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(3/16/2009)
IAR
Tennessee(3/17/2009)
IAR
Texas(10/13/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
FF
FUERST FINANCIAL GROUP, INC.
FUERST AND ASSOCIATES, INC. | FUERST FINANCIAL GROUP, INC. | FUERST FINANCIAL GROUP
CRD#: 149172 / SEC#:
Georgia
Registered Investment Advisory firm - (3/18/2009 Approved)Tennessee
Registered Investment Advisory firm - (3/12/2009 Approved)Texas
Registered Investment Advisory firm - (10/13/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6005 Century Oaks Drive Suite 700, Chattanooga, TN 37416
Mailing Address
Phone number
(423) 899-8555
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 518 |
| AUM (Assets Under Management) | $ 86,164,830 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FUERST FINANCIAL GROUP, INC.
CRD#: 149172Chattanooga, TN 37416TRUST BUT VERIFY
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