Michael B. Coursey

CLEARVIEW WEALTH ADVISORS

Buckeye, AZ

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CRD#: 3242305

Professional summary

Michael Bert Coursey, who also goes by Mike Coursey, is a registered financial advisor currently at CLEARVIEW WEALTH ADVISORS, LLC located in Buckeye, Arizona.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Coursey

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.

MBC INVESTMENT COMPANY LLC; INV-RELATED; SALEM, OR; 100% OWNERSHIP; START DATE: 4/7/2015; 2 HOURS PER MONTH,0 DURING TRADING; LANDLORD. COURSEY ENTERPRISES LLC; INV. RELATED; SALEM, OR; RENTAL PROPERTIES; OWNER; START DATE: 5/1/2006; HOURS: 2 PER MONTH, LESS THAN 1 DURING TRADING; DUTIES: OWNER/MANAGER OF RENTAL PROPERTY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Bert Coursey's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 28, 2019 - Present

CLEARVIEW WEALTH ADVISORS, LLC

RIA

CRD#: 305737

Buckeye, AZ

Past

March 10, 2017 - December 13, 2019

CAPSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 287670

SALEM, OR

Past

September 28, 2012 - March 14, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

SALEM, OR

Past

September 28, 2012 - March 14, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

SALEM, OR

Past

September 21, 2005 - October 2, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SALEM, OR

Past

October 15, 2004 - October 2, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SALEM, OR

Past

July 16, 1999 - October 29, 2004

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLEARVIEW WEALTH ADVISORS, LLC

CRD#: 305737 / SEC#: 801-117527

RIA

Registered Investment Advisory firm - (10/21/2019 Approved)

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

Arizona
(11/10/2021)

IAR

California
(8/17/2022)

IAR

Idaho
(11/29/2019)

IAR

Oregon
(11/28/2019)

IAR

Texas
(11/28/2019)

IAR

Washington
(12/17/2019)

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

IAR

Series 66

Date: 1/16/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/22/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/1999

General Securities Representative Examination

Current Firm

CLEARVIEW WEALTH ADVISORS, LLC

CRD#: 305737 / SEC#: 801-117527

RIA

Registered Investment Advisory firm - (10/21/2019 Approved)

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Contact information

Main Address

2035 Madrona Ave Se Ste 100, Salem, OR 97302

Mailing Address

P.o. Box 4551, Salem, OR 97302

Phone number

(503) 400-7800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (10/23/2025)

Regulatory assets under management

Total Number of Accounts	872
AUM (Assets Under Management)	$ 183,736,000

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.

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Firm Stability Insights

Michael B. Coursey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Bert Coursey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPSTONE WEALTH ADVISORS, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

CLEARVIEW WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/16/2009

Series 63

Date: 7/22/1999

SIE

Date: 3/14/2017

Series 7

Date: 7/15/1999

Current Firm

CLEARVIEW WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEARVIEW WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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