Anthony Kinzie has been President and Chief Compliance Officer of Blue Bear Financial since April 2024, is a control person of the firm and directly owns 75% or more of it. Anthony Kinzie holds a Bachelor's degree in nuclear science and engineering technology from the University of Wisconsin-Madison and a Master's degree in engineering from the University of Wisconsin-Madison.
Blue Bear Financial, LLC is a firm with $147M under management, 163 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Anthony Kinzie is Founder and President of Blue Bear Private Wealth. He founded the firm in 2017 to deliver coordinated advice for individuals and families whose financial lives cross multiple areas at once. He began his career in the U.S. Navy, serving six years as a Nuclear Electrician aboard fast attack submarines, and then spent nearly a decade at Nucor Steel before founding the firm.
Anthony Kinzie’s longest registration was 4 years at Principal Securities, Inc. (2016–2020). Before joining Blue Bear Financial in 2024, Anthony Kinzie was registered through Cetera Investment Advisers LLC and Cetera Advisors LLC.
- Blue Bear Financial, LLCCurrent– present · 2 yearsMT. Pleasant, SC · Adviser representative · Firm CRD 331226
- Cetera Investment Advisers LLC– · under a yearMount Pleasant, SC · Adviser representative · Firm CRD 105644
- Cetera Advisors LLC– · 3 yearsMount Pleasant, SC · Adviser representative · Firm CRD 10299
- Principal Securities, Inc.– · 4 yearsMount Pleasant, SC · Adviser representative · Firm CRD 1137
Professional designations
Listed by Blue Bear Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor (CPWA®)
- Certified Exit Planning Advisor (CEPA®)
Investment adviser representative registrations
Anthony Kinzie is registered as an investment adviser representative in South Carolina, since June 2024.
- South CarolinaSince 28 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 November 2016 |
| Series 7 | General Securities Representative Examination | 1 September 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6688689
- Firm
- Blue Bear Financial · CRD 331226
- Role
- President and Chief Compliance Officer
- Office
- MT. Pleasant, SC
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bluebearprivatewealth.com
Where does Anthony Kinzie work?
Anthony Kinzie has been President and Chief Compliance Officer of Blue Bear Financial, LLC since April 2024, and is a control person of the firm.
Is Anthony Kinzie a financial advisor?
Yes. Anthony Kinzie has a current investment-adviser registration in South Carolina, through Blue Bear Financial since June 2024.
How many years of experience does Anthony Kinzie have?
Anthony Kinzie has 10 years in the financial industry, since September 2016, across 4 adviser firms.
What exams has Anthony Kinzie passed?
Anthony Kinzie has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2016. FINRA credited Anthony Kinzie with the SIE, which began in October 2018.
Where did Anthony Kinzie work before Blue Bear Financial?
Before Blue Bear Financial, Anthony Kinzie was registered through Cetera Advisors LLC, November 2020 to March 2024; Principal Securities, Inc., November 2016 to December 2020.
Where is Anthony Kinzie based?
Anthony Kinzie’s registered office is in MT. Pleasant, SC.
Is Anthony Kinzie registered with FINRA?
No. Anthony Kinzie has no current broker registration.
Is Anthony Kinzie a CFP?
Blue Bear Financial lists Anthony Kinzie with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Anthony Kinzie, MSEM, CFP®, CPWA®, CEPA® biography, bluebearprivatewealth.com
How can I verify Anthony Kinzie’s record?
Search CRD 6688689 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Kinzie’s full registration record.