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Darren W
CFP®, Series 63, Series 65
Cincinnati, OH
Wurz Financial Services, LLC
Darren Wurz is a CFP® with 11 years of industry experience and currently serves as an advisor at Wurz Financial Services, LLC. His prior experience includes roles at Schmerge Executive Planning Services, Prosperity Wealth Management, and Fortune Financial Services. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities, with specialized business planning services for law firm owners. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches and maintains standardized processes to manage approximately $117 million for nearly 491 clients.
Travis W
Series 66
Holland, OH
Wurz Financial Services, LLC
Travis Wurz is a financial advisor at Wurz Financial Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Schmerge Executive Planning Services, Inc. and Prosperity Wealth Management, Inc. He recently obtained an insurance license. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities. The firm offers specialized business planning services for law firm owners and employs a blend of investment strategies documented in written Investment Policy Statements.
Stacia B
CFP®
Jasper, GA
Wurz Financial Services, LLC
Stacia Bearden is a CFP® professional with one year of industry experience, currently serving at Wurz Financial Services, LLC. Her prior roles include two years at Compass Wealth Management and work in pet service businesses. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities, with specialized business planning services for law firm owners. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both long- and short-term strategies and subscription-based financial planning.
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