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Michael Bert Coursey

CLEARVIEW WEALTH ADVISORS, LLC·SALEM, Oregon
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2035 MADRONA AVE SE, SALEM, OR 97302CRD# 3242305Firm CRD# 305737
01

About

Michael Bert Coursey is a registered financial advisor based in SALEM, Oregon, affiliated with CLEARVIEW WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLEARVIEW WEALTH ADVISORS, LLC
CLEARVIEW WEALTH ADVISORS, LLC
AUM
$175M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CLEARVIEW WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3242305
Firm CRD# 305737
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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