Advisors at this firm
John C
Series 63, Series 65
Burbank, CA
Pursuit Wealth Management
John Ceurvorst is a financial advisor at Pursuit Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Investment Research & Management, LLC since 2000. Pursuit Wealth Management provides discretionary investment management to individuals, corporations, trusts, estates, and charitable organizations, including retirement accounts where it acts as an ERISA fiduciary when applicable. The firm employs various allocation strategies incorporating options and option-writing to pursue income and growth, managing approximately $35.5 million in discretionary assets.
Barbara H
CFP®, Series 66
Coralville, IA
Pursuit Wealth Management
Barbara Hein is a CFP® and holds a Series 66 license with 24 years of industry experience. She is the sole advisor at Pursuit Wealth Management, where she has worked since 2018. Prior to that, she was with Steeleworks Financial for three years and has operated her own business, Barbara L. Hein, since 2012. Outside of financial advising, she is a distributor for Nu-Skin. Pursuit Wealth Management provides discretionary investment management to individuals, corporations, trusts, estates, and charitable organizations, including retirement accounts where it may act as an ERISA fiduciary. The firm uses a range of allocation strategies involving cash, fixed income, equities, ETFs, mutual funds, unit investment trusts, variable annuity sub-accounts, and options to pursue income and growth objectives.
