Kurt E. Stahl

AE WEALTH MANAGEMENT

Lakewood Ranch, FL 34202

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CRD#: 1890827

Professional summary

Kurt Edward Stahl, CFP®, CIMA®, who also goes by Kurt Stahl, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Lakewood Ranch, Florida and GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. located in Lakewood Ranch, Florida.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Kurt has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kurt Stahl

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Gulf Coast Financial Planning LLC. Investment Related. 9015 Town Center Parkway #110 Lakewood Ranch Florida. Insurance sales. President/Owner. 02/2017. 65 hours per month. Sales of annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Edward Stahl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

CIMA^®

Certified Investment Management Analyst

Experience

Current

May 10, 2017 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 9015 Town Center Pkwy Unit 110, Lakewood Ranch, FL 34202

RIA

CRD#: 282580

Lakewood Ranch, FL

Current

August 22, 2025 - Present

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Office #1: 9015 Town Center Pkwy, Unit 110, Lakewood Ranch, FL 34202

RIA

CRD#: 286005

Lakewood Ranch, FL

Past

February 17, 2015 - March 23, 2017

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

SARASOTA, FL

Past

November 25, 2014 - March 23, 2017

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

SARASOTA, FL

Past

May 22, 1989 - February 21, 1990

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

December 12, 1988 - May 22, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/10/2017)

IAR

Texas
(10/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/13/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/18/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/23/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/25/2014

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 11/10/1988

National Commodity Futures Examination

Current Firm

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

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Contact information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Mailing Address

Phone number

(866) 363-9595

Established

Firm type

Fiscal year end

# of Employees

602

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	111,059
AUM (Assets Under Management)	$ 37,525,706,084

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kurt E. Stahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Edward Stahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

DREXEL BURNHAM LAMBERT INCORPORATED

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/13/2015

Series 63

Date: 10/18/1988

SIE

Date: 3/23/2017

Series 7

Date: 11/25/2014

Series 3

Date: 11/10/1988

Current Firm

AE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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