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

Webinar Replay – Does your Portfolio need Inspiration?

September 9, 2020

Get to know ETFs as a Portfolio Tool... Click the button to the right to download the presenation or click below for the video. Click Here for PDF Watch the Video Replay... Click the button to the right to watch the YouTube video replay of the live webinar. Watch Video Webinar Host: Mike Kurz, CFP®, […]

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Special Guests Discuss the Oil and Gas Markets – Is Your Portfolio Prepared?

August 5, 2020

Watch the Webiner Here Watch the Video Download the PDF Presentation Download Welcome! Thank you for joining us on this fun webinar. In this video we discuss the Oil and Gas Markets with Special Guests Brad Olsen with Recurrent Advisors and Brett Creeser with Guidon Energy. The CEO of OverShare Advice and Planning, LLC, Mike […]

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Research Report – Echo Recession for the Arts?

July 21, 2020

Read an interesting research perspective by our CEO, Mike Kurz, on the impact of the current economic slow down to the Arts sector of the U.S. economy. Read Report - Download Here Article Exerpt...  "New research illustrates that the Arts Sector of the United States Economy has been severely impacted and will experience the most […]

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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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