Samuel Avert Kiburz

Current Employers

Employment History

• 09/2002 → Present
  Northern Trust Bank
  Fort Myers, FL
• 07/2006 → Present
  Northern Trust Securities, Inc.
  Fort Myers, FL
• 11/2013 → 01/2026
  Crews Bank & Trust
  Wauchula, FL
• 05/2026 → Present
  Osaic Wealth, Inc.
  Punta Gorda, FL

Other Businesses

1. PUNTA GORDA POLICE PENSION BOARD POSITION: Board Member NATURE: Civic non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/09/2018 ADDRESS: 1410 Tamiami Trail, Punta Gorda FL 33950, United States DESCRIPTION: Charged with management of the Police Officers' Pension Fund. As a member of five on a board appointed by the City of Punta Gorda, we provide oversite to the various venders that provide the service, such as accounting, actuary, investment management, and the pension management company. All are third parties and we do not provide any direct services. I am not paid and receive no compensation, except for reimbursements for expenses to an annual conference that I attend to maintain my Certified Public Pension Trustee certification. 2. CHARLOTTE ESTATE PLANNING COUNCIL POSITION: President NATURE: Private non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2024 ADDRESS: PO Box 496322, Port Charlotte FL 33949, United States DESCRIPTION: The Charlotte Estate Planning Council is an association dedicated to enhancing the proficiency of advisors who are active in the field of estate planning, and who share a commitment to professional growth through education and cooperation. Our membership is open to all professionals serving those with estate planning needsincluding but not limited to accountants, attorneys, financial planners, bankers, trust officers, guardians, insurance agents, real estate agents, and nonprofit organization leaders. The Charlotte Estate Planning Council was created in Charlotte County, Florida to: Support an interdisciplinary approach to estate planning for local professionals through education, communication and the open forum of council meetings and events Foster community awareness of the benefits of estate planning and to promote long-term, ongoing relationships with local estate planning professionals Provide resources for best practices through programs, networking, and furnishing referral opportunities for both professionals and members of the public 3.PIRATE HARBOR WATERWAY ADVISORY BOARD POSITION: Member NATURE: It is resident advisory board that provides input of an MSBU that is a part of the County Goverment. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/25/2026 ADDRESS: 7000 Florida Street, Punta Gorda FL 33950, United States DESCRIPTION: ?The purpose of the unit is to provide for the dredging, maintenance, clearing, marking for navigational purposes, and providing of safety devices in the Pirate Harbor waterway system.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-01