Kurt William Mears
Professional Summary
Kurt William Mears, who also goes by Kurt W. Mears, is a registered financial advisor currently at ADVANCE CAPITAL MANAGEMENT INC located in Independence, Ohio. Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kurt has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Kurt aspires to deliver financial strategies that can make a real positive impact in the lives of families and individuals. As a financial adviser, he takes a comprehensive approach to better assist clients in achieving their personal financial goals by providing wealth management tools such as retirement and tax planning as well as investment portfolio guidance.<#CR#><#NL#><#CR#><#NL#>He is a Chartered Retirement Planning Counselor. Before joining Advance Capital, he served as a financial adviser with Wells Fargo...
Other Aliases
Kurt W. Mears
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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
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
X (Twitter)
x.com/xxxxxx
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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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Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ADVANCE CAPITAL MANAGEMENT INC
Contact Information
Main Address
One Towne Square Suite 444, Southfield, MI 48076Phone Number
(248) 350-8543# of Employees
62SEC notice filing (40 States and Territories)
Registered to provide investment advisory services in 40 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
14,835AUM (Assets Under Management)
$4,980,840,651Similar 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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Primary Firm SEC Registration
ADVANCE CAPITAL MANAGEMENT INC
State Registrations and Notice Filings
(6/17/2010)
(7/15/2015)
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 Kurt William Mears's CRS (Customer Relationship Summary).
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