Michael O. Kurz

OVERSHARE

Frisco, TX

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CRD#: 3097909

Professional summary

Michael Otto Kurz, CFP®, CIMA®, CPWA®, who also goes by Mike Kurz, is a registered financial advisor currently at OVERSHARE located in Frisco, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Biography

Mike Kurz, CIMA®, CFP®, CAIA, CPWA®  

Chief Executive Officer – Financial Planner

Mike has spent 20 years in the corporate world of Wealth Management in counselling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning and he often speaks at wealth management events, conferences and workshops.  

Mike shares that, "The greatest pleasure in helping others encompasses using technical knowledge strengthened by creativity and shared experiences to inspire my audience to develop their personal call to action."   

Education and Certifications

Mike earned his B.B.A in Finance at Midwestern State University and is an Investment Advisory Representative. In addition, he is a CERTIFIED FINANCIAL PLANNER TM designee, Certified Investment Management Analyst® professional, a Chartered Alternative Investment Analyst designee and a Certified Private Wealth Advisor® professional.  Mike previously served as the founder and President of the North Texas Investment Management Consultants Association Chapter.  In addition, Mike volunteers time for Financial Literacy Education and Research.

Have Fun - Stay Young!

Outside of the boardroom or classroom, Mike rides dirt bikes for fun, and enjoys cycling on both mountain bikes and road bikes. In addition, Mike is proud to be a voting member of the Choctaw Nation of Oklahoma. Mike and his wife Melinda are 16-year residents of Frisco and have enjoyed raising their two children and family dog “Baxter” in this growing North Texas community.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Tax Planning

Social Security Planning

Retirement Income Management

Investment Planning

Life Transitions

Do you have an area of expertise or specialization?

Alternative or Private Investm...

Business Owners

Charitable Giving

Corporate Executives

Financial Psychology/Coaching

High Net Worth Client Needs

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Mike Kurz

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.NAME OF OTHER BUSINESS: RUNNING BIRD HILL, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BUSINESS CONSULTING, INVENTIONS, CONSUMER PRODUCTS/TECHNOLOGY POSITION/TITLE/RELATIONSHIP: CHIEF EXECUTIVE OFFICER START DATE: 02/2019 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: CHIEF EXECETIVE OFFICER, CONSULTANT, PROPRIETOR, INVENTOR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Otto Kurz'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: 2003

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2016-07-13

Expire date: 2024-11-30

Experience

Current

March 1, 2019 - Present

OVERSHARE

Office #2: 6136 Frisco Square Blvd Suite 400 #1099, Frisco, TX 75034

RIA

CRD#: 300372

Frisco, TX

Past

October 3, 2018 - January 9, 2019

CETERA WEALTH SERVICES, LLC

CRD#: 13572

OMAHA, NE

Past

March 20, 2015 - July 26, 2018

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

DALLAS, TX

Past

March 20, 2015 - July 26, 2018

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

March 4, 2014 - December 26, 2014

ALPS DISTRIBUTORS, INC.

CRD#: 16853

DENVER, CO

Past

October 20, 2011 - January 7, 2014

HATTERAS CAPITAL DISTRIBUTORS, LLC

CRD#: 143365

RALEIGH, NC

Past

September 9, 2005 - October 10, 2011

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

July 6, 2005 - August 23, 2005

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

CHICAGO, IL

Past

July 6, 2005 - August 23, 2005

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

May 18, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

DALLAS, TX

Past

May 18, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

February 27, 2004 - May 6, 2005

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

DALLAS, TX

Past

February 16, 2004 - May 6, 2005

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

February 12, 2002 - December 10, 2002

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

September 2, 1998 - January 25, 2002

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

Texas
(3/1/2019)

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

State Security Law Exam

Series 63

Date: 9/3/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/16/2005

General Securities Principal Examination

Current Firm

OVERSHARE

OVERSHARE | OVERSHARE ADVICE AND PLANNING, LLC

CRD#: 300372 / SEC#:

Texas

Registered Investment Advisory firm - (3/1/2019 Approved)

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Contact information

Main Address

Frisco, TX

Mailing Address

Phone number

(469) 777-6559

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 2,425,735

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Michael O. Kurz

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Otto Kurz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

ALPS DISTRIBUTORS, INC.

HATTERAS CAPITAL DISTRIBUTORS, LLC

1ST GLOBAL CAPITAL CORP.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

CETERA WEALTH SERVICES, LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 63

Date: 9/3/1998

SIE

Date: 7/26/2018

Series 7

Date: 9/1/1998

Series 24

Date: 11/16/2005

Current Firm

OVERSHARE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OVERSHARE

TRUST BUT VERIFY

Contact information

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