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Kevin Michael Fuerst

Investment adviser representative at Fuerst Financial Group, Inc.
27 yearsExperience
3 statesRegistered in
$100.9MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

27 years in the industry.

  1. Fuerst Financial Group, Inc.Sep 1997 to now
  2. Mutual Securities, Inc.Aug 2019 to Oct 2024
  3. LPL Financial LLCNov 2017 to Jul 2019
  4. National Planning CorporationOct 2007 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 3 states (GA, TN, TX).

Fuerst Financial Group, Inc.

$100.9MAssets managed
325Clients
2Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1932131
Firm CRD
149172
Advisor's SEC record (opens in a new tab)
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