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Michael L Wurster

ADVISOR SHARE WEALTH MANAGEMENT
Naples, FL
·CRD# 6263808·13 years registered

Professional Summary

Michael L Wurster is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Naples, Florida. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

13 years registered in the securities industry

Current & Past Employments

Current

ADVISOR SHARE WEALTH MANAGEMENT, LLCCurrent·CRD# 307997
RIA
Naples, FL
August 4, 2026 - Present

Past

VIRTUE CAPITAL MANAGEMENT, LLCPast·CRD# 167816
RIA
Antioch, IL
July 23, 2019 - April 27, 2026
HORTER INVESTMENT MANAGEMENT, LLCPast·CRD# 119880
RIA
Bartlett, IL
May 5, 2016 - July 25, 2019
MSI FINANCIAL SERVICES, INC.Past·CRD# 14251
BD
Downers Grove, IL
August 21, 2015 - February 17, 2016
COUNTRY CAPITAL MANAGEMENT COMPANYPast·CRD# 12060
BD
North Aurora, IL
November 8, 2013 - September 22, 2014

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Current Firm

AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - SEC (1/3/2023 Approved)
Michigan
Registered Investment Advisory firm - Michigan (1/19/2023 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (2/13/2023 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (5/22/2023 Cancelled)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Phone Number

(866) 232-3251

# of Employees

47

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (8/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,531

AUM (Assets Under Management)

$376,943,321

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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.

(1) SIMPLICITY�, Title: AGENT, Description: PROVIDING LIFE AND ANNUITY PRODUCTS, Start Date: 03-01-2016, Address: Antioch, IL�, Investment-related? NO, Hours per month: 5, During trading hours: 0
(2) ADVISORSHARE�, Title: AGENT, Description: PROVIDING LIFE AND ANNUITY PRODUCTS, Start Date: 09-20-2021, Address: 20060 CANTERBURY RD DETROIT MI 48821�, Investment-related? NO, Hours per month: 5, During trading hours: 0

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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".
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - SEC (1/3/2023 Approved)
Michigan
Registered Investment Advisory firm - Michigan (1/19/2023 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (2/13/2023 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (5/22/2023 Cancelled)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Florida
(8/4/2026)
IAR
Illinois
(8/7/2026)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2016About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2013About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Feb 2016About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2013About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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