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Kurt W. Evertz
CLEARSTEAD; HARTLAND & CO.; CLEARSTEAD ADVISORY SOLUTIONS
Norfolk, VA 23510
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CRD#: 7504895
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Professional summary
Kurt Wilhelm Evertz is a registered financial advisor currently at CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS located in Norfolk, Virginia.
Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kurt has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Wilbanks Smith &Thomas Asset Management Investment Related 150 West Main Street Suite 1700 Norfolk, VA 23510 Portfolio Manager 05/2021 5-10 hours spent per month Manage three private fund investment vehicles to include coordination with third party administrator, audit team, tax team, and process distributions and general fund communication.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Wilhelm Evertz'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
April 21, 2024 - Present
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
Office #1: 150 West Main Street Suite 1700, Norfolk, VA 23510RIA
CRD#: 105674
Norfolk, VA
Past
March 14, 2022 - April 19, 2024
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
RIA
CRD#: 106060
NORFOLK, VA
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".
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CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CLEARSTEAD ADVISORS, LLC | PLIMSOLL MARK CAPITAL | HARTLAND & CO., LLC | HARTLAND & CO | CLS CONSULTING, LLC | CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD; HARTLAND & CO., LLC | CLEARSTEAD, HARTLAND & CO., LLC | CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC
CRD#: 105674 / SEC#: 801-33554
RIA
Registered Investment Advisory firm - (12/29/1988 Approved)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
Virginia(4/21/2024)
Current Firm
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CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CLEARSTEAD ADVISORS, LLC | PLIMSOLL MARK CAPITAL | HARTLAND & CO., LLC | HARTLAND & CO | CLS CONSULTING, LLC | CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD; HARTLAND & CO., LLC | CLEARSTEAD, HARTLAND & CO., LLC | CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC
CRD#: 105674 / SEC#: 801-33554
RIA
Registered Investment Advisory firm - (12/29/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Superior Ave East Suite 700, Cleveland, OH 44114
Mailing Address
Phone number
(216) 621-1090
Established
Firm type
Fiscal year end
# of Employees
223
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,144 |
| AUM (Assets Under Management) | $ 24,294,182,322 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/19/2025 | ||
| 11/27/2024 | ||
| 01/10/2024 |
Red Flags
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Company Information
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CRD#: 105674Norfolk, VA 23510TRUST BUT VERIFY
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