Steven Jurich

THINK WEALTH ADVISORY

SCOTTSDALE, AZ 85258

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CRD#: 5603973

Professional summary

Steven Jurich, AIF®, who also goes by Steven Jurich Mr, is a registered financial advisor currently at THINK WEALTH ADVISORY, LLC located in Scottsdale, Arizona.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Steven has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven Jurich Mr

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.

1) Insurance Agent - 4/1996 to Present. Investment related. Duties include offering insurance products and services to clients and prospects. 50% of time is spent on this activity. 2) Radio Show - Mr. Jurich provides a daily radio show dedicated to retirement issues. He is the sole writer and editor for the show. 12-15 hours a week devoted to producing the radio show. Investment related. 3) Author - Mr. Jurich compiles, composes, and writes his own material for radio shows, books, blogs, and pieces which appear in public forums such as Kiplinger.com. IQ Wealth has also paid for placement of ads in media outlets including Forbes, Fortune, ABC TV, and TheStreet.com. Investment related. 4) MyAnnuityGuy.com - Owner. Investment related. A commercial website devoted to the marketing of fixed index annuities. Less than 2% of Mr. Jurich's time is spent writing the blog for this website. 5) American Provident - 9/1998 to Present. Co-Owner with Spouse. Not investment related. No business activity or service provided by this entity. Interest bearing account for business liquidity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Jurich'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 14, 2010 - Present

THINK WEALTH ADVISORY, LLC

Office #1: 7702 E. Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258

RIA

CRD#: 153492

SCOTTSDALE, AZ

Past

June 11, 2010 - March 5, 2012

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

PHOENIX, AZ

Past

November 4, 2008 - December 22, 2009

AMERICAN INVESTMENT SERVICES

RIA

CRD#: 144088

SCOTTSDALE, AZ

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
(10/14/2010)

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: 1/10/2008

Uniform Investment Adviser Law Examination

Current Firm

THINK WEALTH ADVISORY, LLC

IQ WEALTH ADVISORY, LLC | THINK WEALTH ADVISORY, LLC | LINCOLN TAX ADVISORY GROUP, LLC | LINCOLN FINANCIAL ADVISORY GROUP, LLC | IQ WEALTH MANAGEMENT

CRD#: 153492 / SEC#:

Arizona

Registered Investment Advisory firm - (10/14/2010 Approved)

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Contact information

Main Address

7702 E. Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258

Mailing Address

Phone number

(800) 200-4911

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven Jurich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Jurich's CRS (Customer Relationship Summary).

Certified licenses

Experience

THINK WEALTH ADVISORY, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

AMERICAN INVESTMENT SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/2008

Current Firm

THINK WEALTH ADVISORY, LLC

Contact information

Documents

Red Flags

Company Information

THINK WEALTH ADVISORY, LLC

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