Michael Fuhr

EVERGREEN WEALTH SERVICES

MOORESVILLE, NC

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CRD#: 5433127

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.

Core Areas of Focus

Estate & Generational Planning Issues

Federal Employees

Fixed Fee (Subscription

Retainer

etc.)

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

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

What is your minimum asset requirement?

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

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)

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 65

Date: 12/6/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/6/2008

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 30,463,655

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.

Contact information

(xxx) xxx-xxxx

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Michael Fuhr

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EVERGREEN WEALTH SERVICES

SAGEVEST WEALTH MANAGEMENT

COMMONWEALTH FINANCIAL NETWORK

AFA ADVISOR SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/2007

Series 7

Date: 12/6/2008

Current Firm

EVERGREEN WEALTH SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVERGREEN WEALTH SERVICES

TRUST BUT VERIFY

Contact information

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