MK
Minas J. Kourouglos
212 WEALTH MANAGEMENT
SCOTTSDALE, AZ 85251
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CRD#: 6440913
MK
Professional summary
Minas John Kourouglos, who also goes by Minas Kourouglos, is a registered financial advisor currently at 212 WEALTH MANAGEMENT located in Scottsdale, Arizona.
Minas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Minas has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Minas Kourouglos
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) JGK LLC; NON-INVESTMENT RELATED; 8501 N SCOTTSDALE RD SUITE 200 , SCOTTSDALE, AZ 85253; INDUSTRIAL FIRST AID COMPANY; MINORITY MEMBER; 03/2018; APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS; DUTIES RELATED TO GENERAL BUSINESS OVERSIGHT. (2) K OPPORTUNITY ZONE FUND LLC; INVESTMENT RELATED; 6803 E MAIN ST, UNIT 1120, SCOTTSDALE, AZ, 85251; OPPORTUNITY ZONE FUND; MEMBER; 08/2020; APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS; INVESTOR IN QUALIFIED ASSETS. (3) MAIN ST OZ PROPERTY LLC; NON-INVESTMENT RELATED; 6803 E MAIN ST, UNIT 1120, SCOTTSDALE, AZ, 85251; REAL PROPERTY OWNER; MEMBER; 09/2020; APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS; DUTIES RELATED TO GENERAL BUSINESS AND RENTAL PROPERTY OVERSIGHT. (4) MMYK LLC; NON-INVESTMENT RELATED; 6803 E MAIN ST, UNIT 1120, SCOTTSDALE, AZ, 85251; LEGAL ENTITY HOLDING PASSIVE INVESTMENT IN PRIVATE COMPANY; MANAGER AND MEMBER; 11/2020; APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS; GENERAL OVERSIGHT OF INVESTMENT. (5) PCF INSURANCE SERVICES OF THE WEST; NON-INVESTMENT RELATED; 2500 W EXECUTIVE PKWY, SUITE 200; LEHI, UT 84043; INSURANCE COMPANY; VICE PRESIDENT OF MERGERS AND ACQUISITIONS AND MINORITY SHAREHOLDER; 06/2020; APPROX. 120 HOURS PER MONTH DURING TRADING HOURS; M&A. (6) CAPITAL WEST INSURANCE; INVESTMENT RELATED; 8501 N SCOTTSDALE RD STE 200, SCOTTSDALE, AZ, 85253; INSURANCE AGENCY; MANAGING PARTNER; 07/2014; APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS; FILE ANNUAL TAX FORMS. (7) NM VENTURES LLC; NON-INVESTMENT RELATED; 6803 E MAIN ST, UNIT 1120, SCOTTSDALE, AZ, 85251; MOBILE APP DEVELOPMENT; MEMBER; 03/2015; APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS; APP DEVELOPMENT USED FOR PASSIVE INVESTMENTS IN OTHER PRIVATE COMPANIES. (8) KOUROUGLOS CAPITAL GROUP LLC; NON-INVESTMENT RELATED; 4701 COX RD STE 285, GLEN ALLEN, VA 23060; HOLDING COMPANY; MANAGING PARTNER; 05/2008; APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS; GENERAL DUTIES RELATED TO HOLDING COMPANY OVERSIGHT. (9) THERAPY 360 LLC; NON-INVESTMENT RELATED; 6803 E MAIN ST, UNIT 1120, SCOTTSDALE, AZ, 85251; EMOTIONAL SUPPORT LETTERS COMPANY; MINORITY MEMBER; 10/2020; APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS; PASSIVE INVESTOR WITH NO DUTIES.
CRS (Client Relationship Summary) - RIA
Click below to view Minas John Kourouglos'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®
NoneExperience
Current
March 31, 2023 - Present
212 WEALTH MANAGEMENT
Office #1: 6803 East Main Street Suite 1121, Scottsdale, AZ 85251RIA
CRD#: 325317
SCOTTSDALE, AZ
Past
July 24, 2015 - December 13, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SCOTTSDALE, AZ
Past
July 1, 2015 - December 13, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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(3/31/2023)
IAR
California(3/21/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
2W
212 WEALTH MANAGEMENT
212 WEALTH MANAGEMENT | 212 WEALTH MANAGEMENT LLC
CRD#: 325317 / SEC#:
Arizona
Registered Investment Advisory firm - (3/31/2023 Approved)California
Registered Investment Advisory firm - (3/21/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6803 East Main Street Suite 1121, Scottsdale, AZ 85251
Mailing Address
Phone number
(480) 716-7066
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 1,200,000 |
Red Flags
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