Unclaimed Profile

Michael Bert Coursey

CLEARVIEW WEALTH ADVISORS, LLC·SALEM, Oregon

SIE, Series 7, Series 63, Series 66Clean record20 years registeredCLEARVIEW WEALTH ADVISORS, LLC

2035 MADRONA AVE SE, SALEM, OR 97302CRD# 3242305Firm CRD# 305737

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Bert Coursey · SALEM, OR

Registration

CRD #3242305 · CLEARVIEW WEALTH ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Jan 2026 – present

CLEARVIEW WEALTH ADVISORS, LLC

Nov 2019 – present

CAPSTONE WEALTH ADVISORS, LLC

Mar 2017 – Dec 2019

SALEM, OR

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Sep 2012 – Mar 2017

SALEM, OR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2005 – Oct 2012

SALEM, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · September 21, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARVIEW WEALTH ADVISORS, LLC

CRD 305737 · SEC 801-117527

AUM

$175M

Regulatory assets under management

Employees

885 client accounts

Services offered by CLEARVIEW WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEARVIEW WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Bert Coursey offer?

Michael Bert Coursey specializes in Financial Planning, Investment Management. Contact their office in SALEM, Oregon for a consultation.

What are Michael Bert Coursey's credentials?

Michael Bert Coursey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Bert Coursey located?

Michael Bert Coursey is based in SALEM, Oregon, working with CLEARVIEW WEALTH ADVISORS, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.

How does Michael Bert Coursey charge for services?

Michael Bert Coursey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARVIEW WEALTH ADVISORS, LLC?

CLEARVIEW WEALTH ADVISORS, LLC has approximately 5 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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