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TrueAdvisor
KS
CFP
KS
CFP

Kurt Edward Stahl

Global Wealth Management Investment Advisory, INC.
12 Years of Experience
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Global Wealth Management Investment Advisory, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,382 clients
Average Client Portfolio
$383K average
Assets Under Management
$529.1M

Fee Structure

Location

9015 Town Center Pkwy, Unit 110, Lakewood Ranch, FL, 34202

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2024
Pending
Customer Dispute
September 2019
Settled
Customer Dispute
March 2017
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other 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.
August 2025 - Present · 6 mos
Previous Registrations
Ae Wealth Management, LLC
May 2017 - November 2025 · 8 yrs 6 mos
Berthel Fisher & Company Financial Services, INC.
February 2015 - March 2017 · 2 yrs 1 mo
Berthel, Fisher & Company Financial Services, INC.Broker
November 2014 - March 2017 · 2 yrs 4 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1989 - February 1990 · 9 mos
Drexel Burnham Lambert IncorporatedBroker
December 1988 - May 1989 · 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.