Inactive

Stacia Marie Bearden

Wurz Financial Services, LLC

CRD 8274371

Claim This Profile

Employer firm

Wurz Financial Services, LLC CRD 331608

$117M regulatory AUM 3 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Wurz Financial Services, Llc

6904 Spring Valley Drive Suite 301, Holland, OH 43528 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-07-13

GA RA
APPROVED

Since 2026-07-13

Branch Locations

6904 Spring Valley Drive Suite 301, Holland, OH 43528 • United States

Jasper, GA • 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

Organization	City	State	From	To
Northstar Dog Training	Houston	TX	01/2016	03/2021
Destination Pet Of Woodstock	Woodstock	GA	06/2021	01/2023
Compass Wealth Management	Atlanta	GA	01/2023	01/2025
Wurz Financial Services	Holland	OH	01/2025	Present
Wurz Financial Services, Llc	Jasper	GA	06/2026	Present

01/2016 → 03/2021

Northstar Dog Training

Houston, TX
06/2021 → 01/2023

Destination Pet Of Woodstock

Woodstock, GA
01/2023 → 01/2025

Compass Wealth Management

Atlanta, GA
01/2025 → Present

Wurz Financial Services

Holland, OH
06/2026 → Present

Wurz Financial Services, Llc

Jasper, GA

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

MPM WEALTH ADVISORS

LPL FINANCIAL LLC

Nearby Investors

GABRIEL FELDER THORNHILL

DARRIN CLIFFORD CRITCHET

GEORGE T DAMASCO

Nearby Offices

MPM WEALTH ADVISORS · HOLLAND, OH

MPM WEALTH ADVISORS · HOLLAND, OH

LPL FINANCIAL LLC · HOLLAND, OH

More in Holland, OH

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor