Todd Michael Cour

Employer firm

Buena Vista Investment Management LLC CRD 123252

$25.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 12/2019
  Cour Financial
  Wisconsin Rapids, WI
• 11/2013 → 05/2017
  Regal Investment Advisors Llc
  Kentwood, MI

Previous Registrations

• 2017-05-31 → 2019-12-31
  Cour Financial Llc
  Wisconsin Rapids, WI
• 2013-11-27 → 2017-05-30
  Regal Investment Advisors Llc
  Wiconsin Rapids, WI
  Kentwood, MI
• 2011-02-22 → 2013-12-31
  Onyx Wealth Advisors, Inc.
  Wisconsin Rapids, WI
• 2012-05-25 → 2013-12-11
  First Allied Advisory Services, Inc.
  San Diego, CA
  Wisconsin Rapids, WI
• 2012-05-25 → 2012-07-02
  First Allied Securities, Inc.
  San Diego, CA
  Wisconsin Rapids, WI
• 2006-03-17 → 2011-02-24
  Eagle Strategies Llc
  Wisconsin Rapids, WI
• 2005-10-20 → 2006-02-28
  First Heartland Consultants, Inc.
  Wisconsin Rapids, WI

Other Businesses

1. the name of the other business: Insurance Sales; whether the business is investment-related: No; the address of the other business: Same as Adviser; the nature of the other business: Life Insurance and fixed, Immediate and Index annuity sales; your position, title, or relationship with the other business: Insurance sales; the start date of your relationship: 2012; the approximate number of hours/month you devote to the other business: 8; the number of hours you devote to the other business during securities trading hours: 1-2 per week; and briefly describe your duties relating to the other business Sale of Life Insurance and fixed, Immediate and Index annuities.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-07
• S63 Uniform Securities Agent State Law Examination
  2001-11-16