Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
5 years
Location
Priceville, AL 35603
Lanark Financial, Inc.
Multi-team
Trevor Kurzhal is a financial advisor at Lanark Financial, Inc. with five years of industry experience and holds a Series 66 designation. Prior to his advisory career, he worked at The University of North Alabama and has been involved with Grace Life Church of the Shoals since 2015. Outside of finance, he works in audio production, mixing, and mastering music for local artists and also handles media production and editing for church-related ministries. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients including individuals, retirement plans, trusts, and institutional entities. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advisory arrangements across multiple advisor teams.
Based on Lanark Financial, Inc.
Based on Lanark Financial, Inc.
Flat fees for financial planning generally do not exceed $10,000 for individual clients, subject to complexity and scope
$0 - $250,000: Standard APS Account Advisory Fee generally ranges from 0.50% to 2.50% annually, specific rates negotiable and outlined in client profile $250,001 - $1,000,000: Standard APS Account Advisory Fee generally ranges from 0.50% to 2.50% annually, specific rates negotiable and outlined in client profile $1,000,001 - $5,000,000: Standard APS Account Advisory Fee generally ranges from 0.50% to 2.50% annually, specific rates negotiable and outlined in client profile $5,000,001+: Standard APS Account Advisory Fee generally ranges from 0.50% to 2.50% annually, specific rates negotiable and outlined in client profile
Lanark and Lanark FA may receive commissions on the recommendation and sale of other financial products such as insurance and variable insurance products
Hourly fees for financial planning and investment advice negotiable; specifics disclosed in client agreement
Performance-based fees may be negotiated for qualified clients under Rule 205-3; specifics per client agreement
Account minimum: $50,000 Minimum fee: Minimum Program Fees may be applied per Account and may vary by IA Program (exact amounts disclosed in Client Profile) Fee-only: Fees for financial planning and investment advice may be negotiated as hourly, fixed fee, or asset-based; flat fees generally do not exceed $10,000 for individual clients
Priceville, AL
496 Highway 67 South, Suite C
Priceville AL 35603
Advisors at this office
2
Alabama · Arizona · Arkansas · California · Colorado · Florida · Kentucky · Maryland · Michigan · Mississippi · North Carolina · Ohio · South Carolina · Texas · Virginia · Washington
5 years of industry experience
Turbo Coffee
2017 - Present • 9 years
Florence, AL
Grace Life Church of the Shoals
2015 - Present • 11 years
Muscle Shoals, AL
The University of North Alabama
2014 - 2017 • 3 years
Florence, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Huntsville, AL
Capital Stewards, LLC
Brian Seay is a CFA® and the sole advisor at Capital Stewards, LLC in Huntsville, AL, with five years of industry experience. Prior to founding Capital Stewards in 2021, he worked at Truist Bank for four years and Accenture for two years. Capital Stewards, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth households, as well as pension plans and charitable organizations. The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods, utilizing a range of investment vehicles including mutual funds, ETFs, fixed income, real estate funds, and alternative investments.
Series 65
Huntsville, AL
LifeFirst Wealth, LLC
Erik Buatte is a financial advisor at LifeFirst Wealth, LLC in Huntsville, AL, holding a Series 65 credential with two years of industry experience. His work history includes roles at AI Signal Research, Inc., Astrion, Longview Financial Advisors, Inc., and ERC, Inc. LifeFirst Wealth serves individual clients with comprehensive financial planning and portfolio management, as well as an employer-facing workplace financial wellness service called the Compass Program. The firm uses a combination of modern portfolio theory, fundamental and technical analysis, and both passive and active strategies to develop individualized investment policies, typically managing accounts on a discretionary basis through a digital institutional custodian platform.
Series 63, Series 65
Trinity, AL
Ignite Planners LLC
Kenneth Johnson Sr. is a financial advisor at Ignite Planners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at StoneX Securities Inc. Johnson is also president of a family-owned industrial sales business and serves as a Bible class teacher and pulpit minister at Aldridge Grove Church of Christ. Additionally, he holds board member roles with The Enrichment Center, International Motorsports Hall of Fame, and the Industrial Development Board of Lawrence County, Alabama, and advocates against gambling legislation in the Alabama legislature. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting services, employing a volatility-responsive VEGA strategy with a portfolio mix of public and private investments tailored to client objectives and risk tolerances.
Series 63, Series 66
Madison, AL
Verus Capital Partners, LLC
Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.
Series 63, Series 65
Madison, AL
Verus Capital Partners, LLC
Stephen Williams is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at NEXT Financial Group, Inc. and Life Course Capital Inc. Outside of his advisory role, he owns Abundance Building Concepts LLC, a non-investment-related business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, using a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.
CFP®, Series 63, Series 66
Madison, AL
Balefire, LLC
Dustin Haraway is a CFP®-credentialed financial advisor at Balefire, LLC with eight years of industry experience. He has held positions at several firms including Raymond James Financial Services and Integrity Alliance. Outside of finance, Haraway operated a lawn care business for two years. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a platform managing approximately $2 billion in assets.
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