Mike Kurz

Kurz has spent more than 20 years in the world of wealth management counseling Investors and financial advisors. His professional experience includes coaching on investment advisory programs, private equity, and hedging strategies, along with formalized financial planning. He is available to speak at wealth management events, conferences, and workshops. In previous organizations, he worked in roles such as the Vice President of Business Development and Regional Director, dedicated to engaging with financial advisors and CPAs across a variety of industry segments throughout the country. Most recently, Kurz launched an independent Registered Investment Advisor practice to work directly with high-net-worth investors in both fee-only financial planning and personalized investment advice. He earned his B.B.A. in Finance at Midwestern State University and is an Investment Advisory Representative.

Kurz also serves as the Director of Programs for the Investments & Wealth Institute. He leads program development, contributes to business development efforts to help share the message, and participates in activities that enhance candidate success.