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Kurt Wilhelm Evertz

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions

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About Kurt Wilhelm Evertz

Kurt Wilhelm Evertz is an investment advisor representative registered with Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions, with a registration date of April 21, 2024. Kurt is also registered with the state of Virginia, where they have been active since April 21, 2024. Kurt has been in the industry for over 5 years. Kurt has passed the Uniform Investment Adviser Law Examination. Kurt has experience in a variety of fields including education, financial services, and rescue. Kurt is currently an Investment Advisor Representative at Clearstead Advisory Solutions. Kurt is a Portfolio Manager at Wilbanks Smith & Thomas Asset Management, LLC. Kurt's experience and qualifications make him a valuable resource for clients seeking investment advice.

Firm Information

Kurt Evertz is currently registered with Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions. Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions is an investment advisory firm headquartered in Cleveland, Ohio. The firm provides investment consulting services for 401(k), foundation, and healthcare clients, as well as investment research, due diligence, and trust administration. They offer financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions is registered with the SEC and has approximately $22.4 billion in assets under management. They have a total of 11,645 accounts, including 10,157 discretionary accounts.

$22.37B

Assets Under Management

116

Total Clients

31

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration

Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

A percentage of assets under advisement or flat fee

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Kurt Evertz’s Registration & Firm History

VA

04/21/2024 - Present

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (Norfolk VA)

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Licenses & Designations

IA

Issued 03/14/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kurt Wilhelm Evertz.
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