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Michael Fuhr

Michael Fuhr

EVERGREEN WEALTH SERVICES
MOORESVILLE, NC
Some features on this profile are disabled
CRD#: 5433127
Michael Fuhr

Professional summary

Michael Fuhr, CFP®, who also goes by Michael Robert Fuhr, is a registered financial advisor currently at EVERGREEN WEALTH SERVICES located in Mooresville, North Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 4 firms and has passed the Series 65 and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Life Transitions
Retirement Income Management
Inheritance
Elder Care
Estate Planning
Investment Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Federal Employees
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Michael Robert Fuhr

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 Michael Fuhr'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: 2011

Experience

Current

March 11, 2020 - Present

EVERGREEN WEALTH SERVICES

RIA
CRD#: 307675
MOORESVILLE, NC
Past

April 22, 2010 - January 26, 2020

SAGEVEST WEALTH MANAGEMENT

RIA
CRD#: 143562
MCLEAN, VA
Past

December 8, 2008 - March 25, 2010

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WEST LOS ANGELES, CA
Past

December 7, 2007 - July 15, 2008

AFA ADVISOR SERVICES LLC

RIA
CRD#: 129104
BURBANK, CA

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
North Carolina
(6/29/2021)
IAR
Virginia
(3/11/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/6/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/6/2008
General Securities Representative Examination

Current Firm

EVERGREEN WEALTH SERVICES
EVERGREEN WEALTH SERVICES
EVERGREEN WEALTH SERVICES | EVERGREEN WEALTH SERVICES LLC

CRD#: 307675 / SEC#:

North Carolina
Registered Investment Advisory firm - (6/29/2021 Approved)
Virginia
Registered Investment Advisory firm - (3/11/2020 Approved)
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Contact information

Main Address
Mooresville, NC
Mailing Address
516 D River Highway #280, Mooresville, NC 28117
Phone number
(704) 799-5435
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts51
AUM (Assets Under Management)$ 27,148,000

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.

Company Information

EVERGREEN WEALTH SERVICES

EVERGREEN WEALTH SERVICES

CRD#: 307675Mooresville, NC

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Contact information

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