Travis R Wurz
Investment adviser representative at Wurz Financial Services, LLC
10 yearsExperience
3 statesRegistered in
$117MFirm 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wurz Financial Services, LLCMar 2024 to now
- Schmerge Executive Planning Services, IncJan 2020 to Dec 2024
- Prosperity Wealth Management, Inc.Jul 2017 to Aug 2020
- Fortune Financial Services, IncDec 2016 to Dec 2023
- Wurz Financial ServicesJun 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, OH).
Wurz Financial Services, LLC
$117MAssets managed
491Clients
3Advisers
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
- 6558523
- Firm CRD
- 331608