Mike Kurz, CFP®, CPWA® OverShare Advice and Planning, LLC

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About Mike Kurz, CFP®, CPWA®

Mike Kurz, CIMA®, CFP®, CAIA, CPWA®
Chief Executive Officer – Financial Planner

Mike has spent 20 years in the world of Wealth Management in counselling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning and he often speaks at wealth management events, conferences and workshops.

Mike shares that, “The greatest pleasure in helping others encompasses using technical knowledge strengthened by creativity and shared experiences to inspire my audience to develop their personal call to action.”

Education and Certifications

Mike earned his B.B.A in Finance at Midwestern State University and is an Investment Advisory Representative. In addition, he is a CERTIFIED FINANCIAL PLANNER TM designee, Certified Investment Management Analyst® professional, a Chartered Alternative Investment Analyst designee and a Certified Private Wealth Advisor® professional. Mike previously served as the founder and President of the North Texas Investment Management Consultants Association Chapter. In addition, Mike provides volunteer Financial Literacy Education and Research in group presentation.

Have Fun – Stay Young!

Outside of the boardroom or classroom, Mike rides dirt bikes for fun, and enjoys cycling on both mountain bikes and road bikes. In addition, Mike is proud to be a voting member of the Choctaw Nation of Oklahoma. Mike and his wife Melinda are 16-year residents of Frisco and have enjoyed raising their two children and family dog “Baxter” in this growing North Texas community.

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Recently Published

Thank You to Our Clients

April 11, 2020

Thank You! We are very fortunate to have great Client Families.  Life has given us a distinct opportunity to serve others and to be a financial guide along life's path for a select group of folks.  We have a video below for you. 🙂   https://secureservercdn.net/166.62.110.90/fgt.319.myftpupload.com/wp-content/uploads/2020/04/Client-Thank-You.mp4?time=1590417898

The post Thank You to Our Clients appeared first on OverShare Advice and Planning, LLC.

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Forbes Magazine Online Article – April 9, 2020

April 10, 2020

Get the Five Steps Below... "How Parents Can Help Gen Z Prepare Their Credit For Graduation" by Kimberly Palmer shares insight and comments from our CEO, Mike Kurz on budgeting ideas for parents to pass along to their soon to be independent adult children. It's an exciting stage of life and when managed well will […]

The post Forbes Magazine Online Article – April 9, 2020 appeared first on OverShare Advice and Planning, LLC.

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Checklist for Emergency Relief for Coronavirus

April 1, 2020

For Individuals and Families: Checklist for Emergency Relief for Coronavirus This checklist attached as a PDF helps you review potential opportunities to find additional resources and navigate the recent changes that may be available to help your financial support, unemployment benefits, distributions from retirement accounts and more. Download Your Checklist - For Individuals and Families […]

The post Checklist for Emergency Relief for Coronavirus appeared first on OverShare Advice and Planning, LLC.

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Ideal Clients

  • Coronavirus Relief
  • Gen X
  • Motorcycle Owners & RV Owners
  • Tax Planning
  • Trusts

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $400/mo
  • Hourly Fee: $325/hr
  • AUM: 0.99% over $1 million

SEC Records

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