Kurt
Evertz
Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions
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About this Advisor
Kurt Evertz is a financial advisor based in Norfolk, Virginia, working with Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions. Kurt has previously held positions at Corolla Ocean Rescue, James Madison University, Grant Thornton, Massanutten Resort, Corolla Beach Rescue, The College Of William And Mary, Markel, Wilbanks Smith & Thomas Asset Management, LLC, and Clearstead Advisory Solutions. Kurt has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Kurt is part of Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions, which operates out of Norfolk, Virginia. The firm has 7 offices and 190 employees. The firm manages assets totaling $15.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions Brokerage Details
$15,321,612,550
190
5,903
$2,595,564
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Kurt Evertz Work History
Clearstead Advisory Solutions
Wilbanks Smith & Thomas Asset Management, LLC
The College Of William And Mary
Markel
The College Of William And Mary
Massanutten Resort
James Madison University
Corolla Beach Rescue
Grant Thornton
Grant Thornton
Corolla Ocean Rescue
James Madison University
Corolla Ocean Rescue
James Madison University
Disclosures
Please visit the SEC profile of Kurt Evertz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions
Norfolk, VA
Cleveland, OH
Cleveland, OH
Norfolk, VA
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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