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6904 Spring Valley Drive Suite 301, Holland, OH 43528 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2024-07-10 |
Branch Locations
6904 Spring Valley Drive Suite 301, Holland, OH 43528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wurz Financial Services | Holland | OH | 06/2016 | 12/2016 |
| University Of Toledo | Toledo | OH | 09/2014 | 09/2016 |
| Fortune Financial Services, Inc | Monaca | PA | 12/2016 | 12/2023 |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 07/2017 | 08/2020 |
| Schmerge Executive Planning Services, Inc | Cincinnati | OH | 01/2020 | 12/2024 |
| Wurz Financial Services, Llc | Holland, | OH | 03/2024 | Present |
1)Just became insurance licensed 3) Fortune Financial Services Inc., investment related, Monaca, PA, Broker Dealer, Registered Representative, Start Date 02/2017, 10-15 hours per month with 5-10 hours during securities hours, servicing clients accounts-deposits withdrawals, monthly rebalancing for clients 4) Wurz Financial Services, DBA for Fortune Financial Services Inc. and RIA business Rep is an investment advisor for Schmerge Executive Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-23 |
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