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6904 Spring Valley Drive Suite 301, Holland, OH 43528 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-19 |
| KY | RA | APPROVED | 2025-12-19 |
| LA | RA | APPROVED | 2025-04-08 |
| OH | RA | APPROVED | 2024-07-10 |
Branch Locations
201 E 5Th St Suite 1900, Cincinnati, OH 45202 • United States
6904 Spring Valley Drive Suite 301, Holland, OH 43528 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortune Financial Services | Covington | KY | 07/2015 | 12/2020 |
| Prosperity Wealth Management | Covington | KY | 06/2017 | 08/2019 |
| Schmerge Executive Planning Services, Inc. | Holland | OH | 07/2019 | 12/2024 |
| Wurz Financial Services, Llc | Holland | OH | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-18 |
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