Kurt Shuler has been an investment adviser representative at Sledge and Company Wealth Advisors since September 2025, and is not listed among the firm’s executive officers or direct owners. Kurt Shuler studied at the University of Alabama.
Sledge and Company Wealth Advisors, LLC is a High Point, NC firm with $183M under management, 200 clients and 4 advisers in one office, as of its April 2026 filing.
Kurt Shuler is Wealth Advisor of Sledge and Company Wealth Advisors. Shuler's work covers financial planning from retirement and cash flow to tax strategy, risk management, and investment research. Shuler serves individuals and small business owners.
- – present · 1 yearHigh Point, NC · Adviser representative · Firm CRD 336314
Professional designations
Listed by Sledge and Company Wealth Advisors
- CFP®
Investment adviser representative registrations
Kurt Shuler is registered as an investment adviser representative in North Carolina, since September 2025.
- North CarolinaSince 21 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 3 November 2025 |
- Name
- Securities Industry Essentials Examination
- Full name
- Kurt Williams Shuler
- CRD
- 7945224
- Firm
- Sledge and Company Wealth Advisors · CRD 336314
- Office
- 115 W. STATE AVENUE, High Point, NC 27262
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sledgeandcompany.com
Where does Kurt Shuler work?
Kurt Shuler is an investment adviser representative registered through Sledge and Company Wealth Advisors, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kurt Shuler a financial advisor?
Yes. Kurt Shuler has a current investment-adviser registration in North Carolina, through Sledge and Company Wealth Advisors since September 2025.
How many years of experience does Kurt Shuler have?
Kurt Shuler has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Kurt Shuler passed?
Kurt Shuler passed the SIE in November 2025.
Where is Kurt Shuler based?
Kurt Shuler’s registered office is in High Point, NC.
Is Kurt Shuler registered with FINRA?
No. Kurt Shuler has no current broker registration.
Is Kurt Shuler a CFP?
Sledge and Company Wealth Advisors lists Kurt Shuler with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Kurt Shuler’s record?
Search CRD 7945224 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kurt Shuler’s full registration record.
