Kurt Stahl
Kurt Stahl is a CFP-designated registered investment advisor at Global Wealth Management Investment Advisory, INC., based in Lakewood Ranch, FL, with 12 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 1,382 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For information on Global Wealth Management Investment Advisory's (GWMIA) asset management fees, please see their Wrap Fee Brochure (ADV Part 2A Appendix 1).
Location
9015 Town Center Pkwy, Unit 110, Lakewood Ranch, FL, 34202
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2024Customer Dispute
September 2019Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Kurt is the President/Owner of Gulf Coast Financial Planning LLC since 2017, spending about a quarter of his time there. He also engages in insurance sales, specifically annuities.
Employment History
Current Registrations
Global Wealth Management Investment Advisory, INC.
Previous Registrations
Ae Wealth Management, LLC
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.