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Kurt Mihelich

Oarsman Capital, Inc.

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About Kurt Mihelich

Kurt Mihelich is an investment advisor representative with Oarsman Capital, Inc. Kurt has been in the financial services industry since 1995. Kurt is a registered investment advisor in Wisconsin and Washington. Kurt holds Series 63, 65, 7, 9, and 10 licenses. Kurt has experience with financial planning, portfolio management for businesses and individuals, and selection of other advisors. Oarsman Capital, Inc. specializes in providing financial advice to high-net-worth individuals and charitable organizations.

Firm Information

Kurt Mihelich is currently registered with Oarsman Capital, Inc.. Oarsman Capital, Inc. is a Milwaukee, WI-based investment advisor with approximately $703.3 million in regulatory assets under management. The firm provides financial planning, selection of other advisors, portfolio management for individuals and businesses. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Oarsman Capital, Inc.

759 NORTH MILWAUKEE STREET

MILWAUKEE, WI 53202

$703.31M

Assets Under Management

1

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kurt Mihelich’s Registration & Firm History

WI

01/01/2025 - Present

Oarsman Capital, Inc. (MILWAUKEE WI)

WI

01/14/2011 - 12/01/2017

THREE LAKES SECURITIES, LLC (MADISON WI)

WI

02/24/2010 - 11/30/2017

COORDINATED CAPITAL SECURITIES, INC. (Wauwatosa WI)

NJ

04/14/2003 - 11/04/2009

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

WI

12/21/1995 - 03/31/2003

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 02/09/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/19/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kurt Mihelich.
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