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Meet Kurt Mears, CRPC®

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(800) 457-4304


About Kurt

Kurt aspires to deliver financial strategies that can make a real positive impact in the lives of families and individuals. As a financial adviser, he takes a comprehensive approach to better assist clients in achieving their personal financial goals by providing wealth management tools such as retirement and tax planning as well as investment portfolio guidance.

He is a Chartered Retirement Planning Counselor. Before joining Advance Capital, he served as a financial adviser with Wells Fargo Advisors.

Kurt earned a degree in Business Management and a minor in Finance from the University of Akron. He frequently volunteers his services to his local church. He was recognized by Crain's Cleveland Business in 2022 as one of their "Notables in Finance."

Connect with Kurt on LinkedIn

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  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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  • CRPC® (Chartered Retirement Planning Counselor)
  • Bachelor’s degree in Business Management and minor in Finance, University of Akron




How do you explain your role to people who are not in the industry?

Describe the importance of client education in your process.

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What do you think is important about giving back to your community – both at the firm and for you personally?

What does it take to be successful in your role?

What makes your client experience unique?

What’s your favorite piece of advice?


Because of his love of nature, Kurt has taken up many outdoor activities including surfing. He has surfed beaches in Hawaii, California and Florida – he even surfed right after Hurricane Andrew in waves topping 20 feet!