Travis Wurz has been Managing Partner of Wurz Financial Services since March 2024, is a control person of the firm and directly owns between 50% and 75% of it.
Wurz Financial Services, LLC is a Holland, OH firm with $117M under management, 491 clients and 3 advisers across 3 offices, as of its July 2026 filing.
Travis Wurz’s longest registration was 4 years at Schmerge Executive Planning Services, Inc. (2020–2025). Before joining Wurz Financial Services in 2024, Travis Wurz was registered through Schmerge Executive Planning Services, Inc. and Prosperity Wealth Management, Inc.
- Wurz Financial Services, LLCCurrent– present · 2 yearsHolland, OH · Adviser representative · Firm CRD 331608
- Schmerge Executive Planning Services, Inc.– · 4 yearsHolland, OH · Adviser representative · Firm CRD 120059
- Prosperity Wealth Management, Inc.– · 3 yearsHolland, OH · Adviser representative · Firm CRD 174328
Investment adviser representative registrations
Travis Wurz is registered as an investment adviser representative in 3 states. The first approvals date from July 2024; the most recent is Florida, in August 2024.
- FloridaSince 26 August 2024
- MichiganSince 31 July 2024
- OhioSince 10 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 January 2017 |
| Series 7 | General Securities Representative Examination | 8 December 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Travis R Wurz
- CRD
- 6558523
- Firm
- Wurz Financial Services · CRD 331608
- Role
- Managing Partner
- Office
- 6904 SPRING VALLEY DRIVE, SUITE 301, Holland, OH 43528
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Travis Wurz work?
Travis Wurz has been Managing Partner of Wurz Financial Services, LLC since March 2024, and is a control person of the firm.
Is Travis Wurz a financial advisor?
Yes. Travis Wurz has a current investment-adviser registration in Florida, Michigan and Ohio, through Wurz Financial Services since June 2024.
How many years of experience does Travis Wurz have?
Travis Wurz has 9 years in the financial industry, since December 2016, across 3 adviser firms.
What exams has Travis Wurz passed?
Travis Wurz has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2016. FINRA credited Travis Wurz with the SIE, which began in October 2018.
Where did Travis Wurz work before Wurz Financial Services?
Before Wurz Financial Services, Travis Wurz was registered through Prosperity Wealth Management, Inc., July 2017 to August 2020.
Where is Travis Wurz based?
Travis Wurz’s registered office is in Holland, OH.
Is Travis Wurz registered with FINRA?
No. Travis Wurz has no current broker registration.
How can I verify Travis Wurz’s record?
Search CRD 6558523 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Travis Wurz’s full registration record.
