Kurt Mears Financial Planner
Financial Adviser @Advance Capital Management, Inc
Cleveland, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Apr 2010 — Present
Financial Adviser @Advance Capital Management, Inc
View department →
Cleveland/Akron, OH, US
Comprehensive wealth manager assisting both individuals and business owners design a plan that balances risks, personal and professional objectives in order to achieve financial freedom.“**Investment advisory services are provided by Advance Capital Management, Inc. Advance Capital and Dave Ramsey SmartVestor are not affiliated companies. ”
SKILLS
Series 63Fixed AnnuitiesAsset AllocationBankingMutual FundsLong-Term CareRetirement PlanningStrategyValuationFinancial PlanningWealthSeries 7Life InsuranceFinanceSeries 6InsuranceLong Term Care InsuranceWealth ManagementFinancial ServicesFinancial AdvisoryInvestment AdvisoryUniform Combined State LawRetirementStrategic Financial PlanningPortfolio Management401kIrasInvestmentsSecuritiesEstate PlanningFinancial PlannersSeries 65Employee BenefitsSmall Business
ABOUT KURT MEARS FINANCIAL PLANNER
I am a Chartered Retirement Planning Counselor, CRPC® and Wealth Manager with Advance…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.