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Minas K

Series 65, Series 66

Scottsdale, AZ

212 Wealth Management

Minas Kourouglos is the principal advisor at 212 Wealth Management in Scottsdale, AZ, holding Series 65 and Series 66 licenses with seven years of industry experience. His career includes roles at Ameriprise Financial Services and PCF Insurance Services, and he has managed Kouroglos Capital Group LLC since 2008. Outside of advisory work, he is involved as a minority member in an industrial first aid company and participates in mobile app development for passive investment ventures. 212 Wealth Management is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, and business entities, including institutional clients. The firm employs a tactical asset allocation strategy based on fundamental analysis, offering discretionary and non-discretionary portfolio management with a focus on long-term holdings and periodic rebalancing.

Active portfolio management General tax planning Cash flow / budgeting
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