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Kurt Mihelich

Oarsman Capital, Inc

Milwaukee, WI

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Current Employers
Oarsman Capital, Inc

790 North Water Street Suite 1850, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-09-15
WA RA APPROVED 2024-06-12
  • WI RA
    APPROVED
    Since 2025-09-15
  • WA RA
    APPROVED
    Since 2024-06-12

Branch Locations

790 North Water Street Suite 1850, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coordinated Capital Securities, Inc. Madison WI 02/2010 12/2017
Globl Retirement Partners, Llc San Rafael CA 12/2017 Present
Oarsman Capital Milwaukee WI 05/2024 Present
  • 02/2010 → 12/2017
    Coordinated Capital Securities, Inc.
    Madison, WI
  • 12/2017 → Present
    Globl Retirement Partners, Llc
    San Rafael, CA
  • 05/2024 → Present
    Oarsman Capital
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-09
S63 Uniform Securities Agent State Law Examination 1995-12-29
  • S65 Uniform Investment Adviser Law Examination
    1996-02-09
  • S63 Uniform Securities Agent State Law Examination
    1995-12-29
Other Names
  • Kurt Maurice Mihelich

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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