This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WURZ FINANCIAL SERVICES, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Exams

S66

First exam

Jan 23, 2017

First registration

Jul 18, 2017

Dual registered

no

Other names

TRAVIS WURZ

IAPD individual key

6558523

• Occurred

  Jan 9, 2025
  Advisor changed firm

  Travis R Wurz left Schmerge Executive Planning Services, Inc. for Wurz Financial Services, Llc (registered 2024-07-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0fa92772-5c3c-d262-351f-e944c1129960

First observed

Jul 18, 2017

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.