Kurt Mihelich
Investment adviser representative at Oarsman Capital, Inc
16 yearsExperience
2 statesRegistered in
$1.2BFirm assets
24 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Oarsman Capital, IncMay 2024 to now
- Globl Retirement Partners, LLCDec 2017 to now
- Coordinated Capital Securities, Inc.Feb 2010 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (WA, WI).
Oarsman Capital, Inc
$1.2BAssets managed
676Clients
14Advisers
24 yearsIn 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
- 2677364
- Firm CRD
- 109993