John Michael Ceurvorst
Professional Summary
John Michael Ceurvorst is a registered financial advisor currently at PURSUIT WEALTH MANAGEMENT located in Burbank, California. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. John has worked at 5 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
36 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CHARITABLE GIVING RESOURCE ADVISORS | PURSUIT WEALTH MANAGEMENT | FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC | FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LC | EICK, CEURVORST & REHFUSS, LLC
Contact Information
Main Address
2461 10th St. Suite 4, Coralville, IA 52241Phone Number
(800) 826-8684# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
168AUM (Assets Under Management)
$32,001,798Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/20/2010)
(1/1/2000)
(11/18/2014)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1990About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Michael Ceurvorst's CRS (Customer Relationship Summary).
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