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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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AS

Antony P. Stureman

KROUSE STUREMAN & ASSOCIATES
Fort Wayne, IN 46825
Some features on this profile are disabled
CRD#: 2945354
AS

Professional summary

Antony P. Stureman, CFP®, who also goes by Antony P Stureman, Tony Stureman, is a registered financial advisor currently at KROUSE STUREMAN & ASSOCIATES, INC. located in Fort Wayne, Indiana.

Antony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Antony has worked at 2 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Antony P Stureman | Tony Stureman

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Antony P. Stureman'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®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

January 31, 2024 - Present

KROUSE STUREMAN & ASSOCIATES, INC.

Office #1: 6079 Stoney Creek Drive, Fort Wayne, IN 46825
RIA
CRD#: 130679
Fort Wayne, IN
Past

January 21, 2022 - December 31, 2023

KROUSE STUREMAN & ASSOCIATES, INC.

RIA
CRD#: 130679
FORT WAYNE, IN
Past

August 9, 2016 - October 2, 2018

FSC SECURITIES CORPORATION

BD
CRD#: 7461
FORT WAYNE, IN
Past

February 1, 2016 - December 31, 2021

KROUSE STUREMAN & ASSOCIATES, INC.

RIA
CRD#: 130679
Fort Wayne, IN
Past

March 17, 2004 - December 31, 2015

KROUSE STUREMAN & ASSOCIATES, INC.

RIA
CRD#: 130679
FORT WAYNE, IN
Past

March 22, 2000 - March 31, 2004

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
PAULDING, OH
Past

October 8, 1997 - March 31, 2004

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA

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
Indiana
(1/31/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/8/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/11/2003
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/1/2016
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 10/7/1997
General Securities Representative Examination

Current Firm

KS
KROUSE STUREMAN & ASSOCIATES, INC.
KROUSE KERN WEALTH MANAGEMENT, INC. | KROUSE STUREMAN & ASSOCIATES, INC.

CRD#: 130679 / SEC#: 801-71389

RIA
Registered Investment Advisory firm - (6/25/2012 Terminated)
Indiana
Registered Investment Advisory firm - (1/31/2024 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
6079 Stoney Creek Drive, Fort Wayne, IN 46825
Mailing Address
Phone number
(260) 484-9977
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts133
AUM (Assets Under Management)$ 56,438,094

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KROUSE STUREMAN & ASSOCIATES, INC.

CRD#: 130679Fort Wayne, IN 46825

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