Kevin Fuerst
Kevin Fuerst is a registered investment advisor at Fuerst Financial Group, INC., based in Chattanooga, TN, with 36 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 267 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fuerst Financial Group charges a percentage of your portfolio each year for investment management services. The specific fee is agreed upon in your investment advisory agreement, with a maximum fee of 1.50%. Fees may be lower based on the size of your account, complexity, or other factors. Related client accounts may be combined for fee calculation purposes, potentially resulting in lower fees. The fee is deducted directly from your account by the custodian.
Location
6005 Century Oaks Drive, Suite 700, Chattanooga, TN, 37416
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2009Customer Dispute
April 2003Customer Dispute
May 1996Other Business ActivitiesSells Insurance
Kevin owns rental real estate, is the owner/president of Fuerst & Associates, Inc. and Fuerst Financial Group, Inc., and is an independent insurance agent recommending fixed insurance products. He also participates in a radio show and TV program, serves on advisory boards, and is a bookkeeper for an HOA.
Employment History
Current Registrations
Fuerst Financial Group, INC.
Previous Registrations
Mutual Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Rlm Financial
H. Beck, INC.Broker
H. Beck, INC.
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Ifg Network Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.