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SK

Steven J. Kurtz

PETERS WEALTH GROUP
WESTERVILLE, OH 43082
Some features on this profile are disabled
CRD#: 7314610
SK

Professional summary

Steven Joseph Kurtz, who also goes by Steven Kurtz, is a registered financial advisor currently at PETERS WEALTH GROUP located in Westerville, Ohio.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Steven has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steven Kurtz

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Joseph Kurtz's 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®
None

Experience

Current

January 2, 2026 - Present

PETERS WEALTH GROUP

Office #1: 470 Olde Worthington Road #200, Westerville, OH 43082
RIA
CRD#: 316813
WESTERVILLE, OH
Past

March 31, 2025 - December 17, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
COLUMBUS, OH
Past

May 3, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
COLUMBUS, OH
Past

July 11, 2022 - December 17, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COLUMBUS, OH
Past

April 5, 2021 - April 5, 2022

LINCOLN INVESTMENT

RIA
CRD#: 519
COLUMBUS, OH
Past

April 5, 2021 - April 5, 2022

CAPITAL ANALYSTS

RIA
CRD#: 162200
Columbus, OH
Past

March 18, 2021 - April 5, 2022

LINCOLN INVESTMENT

BD
CRD#: 519
COLUMBUS, OH

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
Ohio
(1/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/14/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/27/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/18/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/8/2020
Securities Industry Essentials Examination

Current Firm

PW
PETERS WEALTH GROUP
PETERS MANAGEMENT GROUP LLC | PETERS WEALTH GROUP

CRD#: 316813 / SEC#:

Ohio
Registered Investment Advisory firm - (11/12/2021 Approved)
Texas
Registered Investment Advisory firm - (1/19/2022 Conditional Restricted)
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Contact information

Main Address
470 Olde Worthington Road #200, Westerville, OH 43082
Mailing Address
Phone number
(614) 865-2111
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts153
AUM (Assets Under Management)$ 27,887,325

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.

Company Information

PETERS WEALTH GROUP

CRD#: 316813Westerville, OH 43082

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