Anthony Kinzie

BLUE BEAR FINANCIAL

MT. PLEASANT, SC

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CRD#: 6688689

Professional summary

Anthony Kinzie, CFP®, CPWA®, who also goes by Anyhony Kinzie, Anthony Kinzie, is a registered financial advisor currently at BLUE BEAR FINANCIAL, LLC located in Mt. Pleasant, South Carolina.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Anthony has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anyhony Kinzie | Anthony Kinzie

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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2023; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES, LONG-TERM CARE, PROPERTY, CASUALTY, SURETY, & MARINE; 2. 1040 eWALL PROPERTIES, LLC, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, COMMERCIAL BUILDING, STARTED 06/2020, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OFFICE LOCATION AND LEASES TO OTHERS. 3. MAPPUS INSURANCE, INVESTMENT RELATED, 1407 STUART ENGALS BLVD, MT PLEASANT, SC, 29464, INSURANCE AGENCY, STARTED 11/2020, POSITION/TITLE/RELATIONSHIP: FINANCIAL SERVICES SUPPORT, APX15 HOURS PER WEEK, MAY BE, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: REFERRALS OF CLIENTS FOR FINANCIAL PLANNING AND INVESTMENT SERVICES; 4. NAME OF OTHER BUSINESS: ICAP, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PROPERTY & CASUALTY; START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: CO-OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE AND SERVICE OF PROPERTY AND CASUALTY; 5. ON A TEMPORARY AND TRANSITIONAL BASIS, MR. KINZIE WILL BE DUALLY-REGISTERED AS AN INVESTMENT ADVISOR REPRESENTATIVE ("IAR") WITH BLUE BEAR FINANCIAL, LLC ("BLUE BEAR") AND CETERA INVESTMENT ADVISERS LLC AND AS A REGISTERED REPRESENTATIVE ("RR") WITH CETERA ADVISORS LLC. MR. KINZIE SPENDS APPROXIMATELY 90% OF HIS TIME PROVIDING SERVICES THROUGH BLUE BEAR AND THE BALANCE WITH CETERA INVESTMENT ADVISERS LLC AND CETERA ADVISORS LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Kinzie's CRS (Customer Relationship Summary).

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: 2019

CPWA^®

Certified Private Wealth Advisor

Start date: 2022-09-29

Expire date: 2024-08-31

Experience

Current

June 28, 2024 - Present

BLUE BEAR FINANCIAL, LLC

RIA

CRD#: 331226

MT. PLEASANT, SC

Past

March 21, 2024 - July 2, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MOUNT PLEASANT, SC

Past

November 20, 2020 - March 21, 2024

CETERA ADVISORS LLC

RIA

CRD#: 10299

MOUNT PLEASANT, SC

Past

November 20, 2020 - July 2, 2024

CETERA ADVISORS LLC

CRD#: 10299

MOUNT PLEASANT, SC

Past

November 22, 2016 - December 1, 2020

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

MOUNT PLEASANT, SC

Past

September 2, 2016 - December 1, 2020

PRINCIPAL SECURITIES, INC.

CRD#: 1137

MOUNT PLEASANT, SC

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

South Carolina
(6/28/2024)

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 66

Date: 11/21/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/2016

General Securities Representative Examination

Current Firm

BLUE BEAR FINANCIAL, LLC

CRD#: 331226 / SEC#: 801-134923

South Carolina

Registered Investment Advisory firm - (11/21/2024 Approved)

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Contact information

Main Address

Mt. Pleasant, SC

Mailing Address

Phone number

(843) 654-1388

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUE BEAR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (11/10/2025)

Regulatory assets under management

Total Number of Accounts	529
AUM (Assets Under Management)	$ 141,938,097

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.

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Anthony Kinzie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Kinzie's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE BEAR FINANCIAL, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/21/2016

SIE

Date: 10/1/2018

Series 7

Date: 9/1/2016

Current Firm

BLUE BEAR FINANCIAL, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE BEAR FINANCIAL, LLC

TRUST BUT VERIFY

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