Michael Otto Kurz
CFP®, CIMA®, CPWA®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Tax Planning
- Social Security & Medicare Planning
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
Specializations
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...
Other Aliases
Mike Kurz
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
OVERSHARE | OVERSHARE ADVICE AND PLANNING, LLC
Contact Information
Main Address
Frisco, TXPhone Number
(469) 777-6559# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
10AUM (Assets Under Management)
$2,615,971Similar Advisors
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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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Otto Kurz's CRS (Customer Relationship Summary).
Services Offered by Michael
- Financial Planning
- Tax Planning
- Social Security & Medicare Planning
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
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