Anthony Kinzie
Investment adviser representative at Blue Bear Financial, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$147.4MFirm assets
Are you Anthony Kinzie? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Blue Bear Financial, LLCJun 2024 to now
- 1040 Ewall Properties, LLCJun 2020 to now
- Icap, LLCOct 2023 to Jul 2025
- Cetera Advisors LLCNov 2020 to Jun 2024
- Cetera Investment Advisers LLCNov 2020 to Jun 2024
- Mappus InsuranceNov 2020 to Jun 2024
- Nc Vet Biz, LLCMay 2020 to Dec 2023
- Principal Life InsuranceAug 2016 to Nov 2020
- Principal SecuritiesAug 2016 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (SC).
Blue Bear Financial, LLC
$147.4MAssets managed
163Clients
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
- 6688689
- Firm CRD
- 331226