John M. Kurcz
CFP®Professional Summary
John M. Kurcz, CFP®, who also goes by John M Kurcz, John Kurcz, is a registered financial advisor currently at ALONGSIDE, LLC located in New Berlin, Wisconsin. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John M Kurcz, John Kurcz
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
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.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Credentials
Years of Experience
9 years in the financial services industry
Current & Past Employments
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Current Firm
ABIDING WEALTH PARTNERS | VM WEALTH PARTNERS | LIGHTHOUSE WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | COTTONWOOD CAPITAL ADVISORS | ALONGSIDE, LLC
Contact Information
Main Address
3711 S Mopac Expy Suite 150, Austin, TX 78746Phone Number
(512) 241-7341# of Employees
3SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,903AUM (Assets Under Management)
$878,611,865Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/29/2026 | Cover Page | Report |
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
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.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Primary Firm SEC Registration
ABIDING WEALTH PARTNERS | VM WEALTH PARTNERS | LIGHTHOUSE WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | COTTONWOOD CAPITAL ADVISORS | ALONGSIDE, LLC
State Registrations and Notice Filings
(6/2/2025)
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.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view John M. Kurcz's CRS (Customer Relationship Summary).
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
